EP Wealth Advisors

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1333 N California Blvd Ste 100
Walnut Creek, CA 94596

EP Wealth Advisors, founded in 1999, provides comprehensive financial planning and investment management services for individuals, families, and businesses across the United States. With a team of fiduciary advisors operating in 46 offices, they offer objective investment recommendations to help clients achieve their financial goals.

Dedicated to fostering financial literacy, EP Wealth Advisors offers a wide range of services including retirement planning, estate planning, and divorce financial planning. Their fee-only approach ensures clients receive unbiased advice tailored to their unique financial situations.

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