EP Wealth Advisors

EP Wealth Advisors EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm with over $49.1 billion in AUM as of June 30, 2026.

Financial planning is about more than the numbers. It's also about the people, the relationships, and the values behind ...
10/09/2026

Financial planning is about more than the numbers. It's also about the people, the relationships, and the values behind the work.

After a year of working with Maarten Kerstens and the EP Wealth team, one client highlighted their responsiveness, thoughtful guidance, and genuine care. What also stood out? The team's commitment to philanthropy and creating opportunities for clients to engage with their community.

Looking for financial guidance that reflects your goals and priorities? Connect with an EP Wealth advisor to explore a personalized approach to planning.



Client experience may not reflect the experience of others. No compensation provided. See full disclosures at https://www.epwealth.com/client-testimonials.

Heritage isn't just something we celebrate. It's something we carry with us, in how we think, work, and connect with oth...
10/07/2026

Heritage isn't just something we celebrate. It's something we carry with us, in how we think, work, and connect with others.

This Hispanic Heritage Month, we're honoring the EP Wealth team members whose backgrounds and life stories shape the way they show up every day.

Read their stories here.

10/07/2026

Two people can share the same financial goals—and have very different ideas about how to reach them.

Our attitudes toward saving, spending, debt and financial security are often shaped long before marriage. Those differences may not become obvious until a major decision arises, such as paying for college, retiring or receiving an inheritance.

Talking about money before those moments can help couples better understand each other’s priorities and build a financial plan around a shared view of the future.

Learn more from Kathy Costas, CDFA®, about why some of the most valuable financial conversations happen before they’re necessary: https://media.epwealth.com/show/ep-wealth-insights/videos/paths-through-divorce-27-money-talks-for-married-couples/

We are just one week away from our year-end tax planning session, and now may be a good time to start thinking through y...
10/07/2026

We are just one week away from our year-end tax planning session, and now may be a good time to start thinking through your options.

Join EP Wealth Advisors on 10/14 to explore:
▪️What's different in 2026
▪️Income and investment strategies
▪️Retirement and charitable planning
▪️Considerations for business owners and real estate investors
▪️Key deadlines to keep in mind

Reserve your spot here: https://events.epwealth.com/2026-tax-planning

10/06/2026

Consumer confidence is weakening as inflation pressures and a cooling labor market weigh on households. Yet consumer spending remains surprisingly resilient.

What’s helping support it? Household wealth may be playing a larger role than in previous economic cycles.

This week’s Market Update with Adam Phillips explores the growing connection between financial markets, household wealth and the broader economy.

Watch the full video here.

If retirement is getting closer, what financial steps should you address now? EP Wealth Senior Vice President, Advisor, ...
10/05/2026

If retirement is getting closer, what financial steps should you address now?

EP Wealth Senior Vice President, Advisor, Partner, Mike McGrath, CFP®, CLU®, CAP®, outlines a pre-retirement financial checklist designed to help organize the decisions that need attention before you leave the workforce.

Read Mike's full blog here: https://www.epwealth.com/blog/steps-for-pre-retirement

If you’re a business owner, it’s pivotal to start planning for retirement years before a sale or exit. EP Wealth Adviso...
10/02/2026

If you’re a business owner, it’s pivotal to start planning for retirement years before a sale or exit.

EP Wealth Advisors Vice President Advisor, Chuck Bautista, spoke with InvestmentNews about how many business owners run their retirement plan like they run their companies.

"It is important to take into account which of those expenses might be covered by the business prior to retirement but not after, like a company car or health insurance. We take account of this information at onboarding, before the sale," Chuck tells Gregg Greenberg.

Read more of Chuck’s thoughts here: https://www.investmentnews.com/practice-management/business-owners-in-retirement/268339

From Sundays on the field to life after the NFL, financial priorities can change significantly. One former professional ...
10/02/2026

From Sundays on the field to life after the NFL, financial priorities can change significantly.

One former professional football player recently reflected on working with Joe Palumbo and Adam Fein throughout his playing career and into retirement. Through each chapter, Joe and Adam have remained focused on understanding the client’s goals, family priorities, and changing financial needs while providing ongoing guidance along the way.

Whether you’re navigating a career transition, planning for retirement, or preparing for what comes next, connect with an EP Wealth advisor to discuss a financial strategy tailored to your circumstances.



Client experience may not reflect the experience of others. No compensation provided. See full disclosures at https://www.epwealth.com/client-testimonials.

This Hispanic Heritage Month, we're celebrating the people who make EP Wealth who we are. From lessons passed down throu...
10/01/2026

This Hispanic Heritage Month, we're celebrating the people who make EP Wealth who we are.

From lessons passed down through family, to the values that shaped careers, our team members are sharing the stories behind their work — stories of discipline, education, legacy, and the drive to help others succeed.

Learn more about their stories here.

09/30/2026

Building a successful business is one goal. Building a business that supports the life you actually want is another.

For business owners, personal wealth and business strategy are often more connected than they appear. In this episode, Cannon Carr explores how defining your “North Star”—the values you want to protect and the financial independence you want to achieve—can provide a framework for some of your biggest business decisions.

Listen to Cannon's full episode to learn how aligning values and valuation can help bring your business and personal financial plans together: https://media.epwealth.com/show/ep-wealth-insights/videos/building-wealth-through-your-business-16-your-north-star-business-and-personal-wealth-1/

Address

21535 Hawthorne Boulevard , Suite 400
Torrance, CA
90503

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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