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.

Most estate plans answer who will receive your wealth. But what about when? In our latest blog, EP Wealth's Financial Pl...
09/01/2026

Most estate plans answer who will receive your wealth. But what about when?

In our latest blog, EP Wealth's Financial Planning Manager, Ross Allen, explores “giving while living” and why timing can be an important part of the wealth transfer conversation.

Could giving sooner change what your wealth makes possible? Read more: https://www.epwealth.com/blog/giving-while-living-what-if-you-didnt-wait

Fed Chair Kevin Warsh struck a more hawkish tone at Jackson Hole as inflation remains elevated. What could that mean for...
09/01/2026

Fed Chair Kevin Warsh struck a more hawkish tone at Jackson Hole as inflation remains elevated. What could that mean for interest rates and the Fed’s next move?

Learn more details in this week's Market Update: https://www.epwealth.com/weekly-market-update/08/31/26

Financial planning may start with numbers, but the client experience is built through conversations, understanding, and ...
08/28/2026

Financial planning may start with numbers, but the client experience is built through conversations, understanding, and connection.

One client recently reflected on working with Chuck Bautista, highlighting both his financial guidance and the relationship they’ve developed over time.

Your financial goals are personal. Your planning approach should reflect them. Connect with an EP Wealth advisor to learn more.



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

08/27/2026

Can the Treasury's latest actions help bring long-term interest rates under control?

This episode explores the expanded bond buyback program, the forces continuing to push yields higher, and why investors are looking to the Federal Reserve for greater clarity on the path ahead.

Follow us for weekly market updates with Managing Director of Investments, Adam Phillips.

How you approach tax planning during your working years can shape your tax picture for decades. EP Wealth Vice President...
08/27/2026

How you approach tax planning during your working years can shape your tax picture for decades.

EP Wealth Vice President, Advisor, Lucas Karasch, CFP®, walks through strategies to consider at each stage of your financial life, from employee benefits and retirement contributions to income management in retirement.

Read Lucas's full blog here: https://www.epwealth.com/blog/what-happens-to-your-tax-liability

08/26/2026

The U.S. Treasury has announced new steps aimed at easing pressure on long-term interest rates, but will they be enough?

This week's Market Update explores the Treasury's expanded bond buyback program, the structural forces keeping yields elevated, and why investors are looking to the Federal Reserve for greater policy clarity.

EP Wealth Advisors’ Managing Director of Investments, Adam Phillips, joined an exclusive, invite-only retreat where econ...
08/26/2026

EP Wealth Advisors’ Managing Director of Investments, Adam Phillips, joined an exclusive, invite-only retreat where economists and money managers have gathered for a quarter-century to talk markets.

This year’s conversation at Camp Kotok in Maine centered almost entirely on AI. Attendees described unanimous anxiety about AI spending, even as most remain long the trade.

Adam shared his thoughts with the Street Journal’s Erin Lang, who was also in attendance: https://www.wsj.com/finance/investing/we-went-to-wall-streets-exclusive-wilderness-camp-everyone-was-spooked-by-ai-e16dbe10?st=Q9Q52r&reflink=desktopwebshare_permalink

08/25/2026

Can the Treasury slow the rise in long-term interest rates?

This week's Market Update explores the Treasury's expanded bond buyback program, why markets remain focused on rising yields, and what investors will be watching as the Federal Reserve looks to provide greater policy clarity.

Watch this week’s full update with Adam Phillips for insights on what these developments could mean for investors.

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21535 Hawthorne Boulevard , Suite 400
Torrance, CA
90503

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

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