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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Tell us your goals: Buying a new home, getting cash from your home, a more affordable payment, or paying off your mortgage sooner. Our mortgage experts explain your options simply and clearly and give you competitive rates and terms.
Gardey is a Saginaw, MI-based company in the Financial Services sector.
Kennedy Group Enterprises, Inc. is a Strongsville, OH-based company in the Financial Services sector.
Rosenfarb is a New York, NY-based company in the Financial Services sector.