What services does EP Wealth Advisors offer?

EP Wealth Advisors provides a range of financial services including investment management, financial planning, retirement planning, and tax strategies.

How can I schedule a consultation with EP Wealth Advisors?

You can schedule a consultation by visiting our website and filling out the contact form or by calling our office directly.

What are the business hours for EP Wealth Advisors?

Our standard business hours are Monday to Friday, from 9 AM to 5 PM. We also offer appointments outside of these hours upon request.

Are there any fees associated with your services?

Yes, EP Wealth Advisors charges fees based on the services provided, which may include asset management fees, hourly rates, or flat fees for financial planning.

How does EP Wealth Advisors handle conflicts of interest?

EP Wealth Advisors is committed to transparency and adheres to fiduciary standards, ensuring that we always act in the best interest of our clients.

Can I access my investment portfolio online?

Yes, clients can access their investment portfolios through our secure online platform, where you can view performance, statements, and other relevant information.

What is your policy on client confidentiality?

At EP Wealth Advisors, we prioritize client confidentiality and have strict policies in place to protect your personal and financial information.

Do you provide services for small businesses?

Yes, EP Wealth Advisors offers tailored financial services for small businesses, including retirement plan setup and employee benefits consulting.

Ep Wealth Advisors Reviews (Jan 2026): Is It Legit?

How it compares

Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Investment Services.

Overall rating and review count for this company and similar companies
Company	Overall	Legit	Trend	Reviews
Ep Wealth AdvisorsThis company	—	0 out of 100	—	0
International Card Services	4.2 out of 5 (good)	100 out of 100	—	1,200
Frontier Home Insurance	4.7 out of 5 (good)	100 out of 100	—	1,060
JustCover Travel Insurance	4.8 out of 5 (good)	100 out of 100	—	1,060
247 Home Rescue	4.8 out of 5 (good)	100 out of 100	—	1,060

Mark Lopez

1 review

Jan 4, 2026

Featured

Professional Yet Accessible

I found the team at EP Wealth Advisors to be both professional and accessible. They take the time to explain things without jargon, which I appreciate. Overall, a great experience!

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Joshua Jones

1 review

Jan 4, 2026

Featured

Needs Better Communication

The financial advice I received was solid, but the communication was lacking at times. I found it difficult to get responses to my emails promptly. That could definitely be improved.

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Mary Thompson

1 review

Jan 4, 2026

Featured

Exceptional Service

The team at EP Wealth Advisors has been fantastic. They took the time to understand my financial goals and provided tailored solutions that really fit my needs. Highly recommend them!

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Matthew Johnson

1 review

Jan 4, 2026

Featured

Good Financial Planning

My experience has been mostly positive, with good financial planning advice. I just wish they had a more user-friendly online platform for tracking my investments.

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Paul Anderson

1 review

Jan 4, 2026

Great Experience Overall

I had a wonderful experience with EP Wealth Advisors. Their advisors were knowledgeable and patient, answering all my questions. I felt valued as a client. Looking forward to a long-term relationship!

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Betty Jackson

1 review

Jan 4, 2026

Highly Knowledgeable Team

The advisors at EP Wealth Advisors are incredibly knowledgeable. They helped me navigate complex tax issues and retirement planning. I feel much more secure about my financial future now!

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Emily Moore

1 review

Jan 4, 2026

Good but Room for Improvement

While my advisor was knowledgeable and friendly, I found the initial onboarding process a bit slow. Once in, the advice has been solid, but I felt a bit lost in the beginning.

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Dorothy Martinez

1 review

Jan 4, 2026

Dependable and Supportive

EP Wealth Advisors has been a dependable partner in my financial journey. The support they provide is invaluable, although I do wish they offered more educational resources for clients to learn from.

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Carol Rodriguez

1 review

Jan 4, 2026

Mixed Feelings

I had high hopes going into this, and while some aspects were great, the communication could be improved. I often found myself needing to reach out for updates more often than I'd like.

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Thomas Taylor

1 review

Jan 4, 2026

Solid Financial Guidance

EP Wealth Advisors offered solid strategies for my investments. Their insights into market trends were particularly helpful. However, I wish they had been more proactive in following up on my portfolio's performance.

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James Gonzalez

1 review

Jan 4, 2026

Decent Service

The services offered were decent, and my advisor was helpful. However, I expected more personalized attention. I felt like just another client in the system.

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Patricia Rodriguez

1 review

Jan 4, 2026

Trustworthy and Professional

I appreciate the professionalism at EP Wealth Advisors. They have always been transparent about fees and risks, which builds trust. I've recommended them to friends because of my positive experiences.

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Ep Wealth Advisors reviews & trust report

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