EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management. 

Finance

EP Wealth Advisors

EP Wealth Advisors' headquarters in Torrance, CA, United States

The Brighton office serves as a strategic hub for client relationship management and financial advisory services in the Midwest.

Brighton

The Palatine office likely focuses on wealth management and partnership development in the financial services sector.

Palatine

Ryan Parker

Cfp® Brady Jardine

James Dwyer

Jeffrey Ingraham

Cfp® Derek Holman Aif®

Ryan Serrecchia

This department provides financial guidance and investment strategies to clients, focusing on wealth accumulation and preservation.

Wealth Management

This department oversees high-level strategic direction and partnership initiatives within the organization.

Executive Leadership

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and retention.

Client Relations

The Financial Analysis and Reporting team at EP Wealth Advisors is responsible for evaluating investment performance and generating detailed financial reports to support decision-making and strategy development. This team combines expertise in financial planning, tax administration, and data analytics to ensure accurate assessments of client portfolios and optimize financial outcomes. Through their comprehensive analysis, they help clients navigate complex financial landscapes while maximizing growth and minimizing tax liabilities.

Financial Analysis and Reporting

This department focuses on managing partnerships and regional partnerships to drive business growth and collaboration.

Partnership Management

This department provides expert guidance and strategic advice to support organizational objectives.

EP Wealth Advisors

Org chart

Teams

Wealth Management

Executive Leadership

Client Relations

Financial Analysis and Reporting

Partnership Management

Advisory Services

Offices

EP Wealth Advisors

Org chart

Teams

Wealth Management

Executive Leadership

Client Relations

Financial Analysis and Reporting

Partnership Management

Advisory Services

Offices

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