Basic info
Industry
financial services
Sectors
Asset Management
Lending
Health Insurance
Estate Planning
Retirement Planning
Tax Planning
Divorce Planning
Real Estate
Banking
Investment Management
Portfolio Management
Insurance
Security
Asset Allocation
Property Management
Financial Services
Business Planning
Holistic Financial Planning
tax preparation
Wealth Advisory
Date founded
2004
Funding rounds raised
E
EP Wealth Advisors raised undisclosed on July 10, 2017
Investors: Wealth Partners Capital Group, LLC