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 building a strategy—it’s about having a team that’s available to answer questions,...
07/17/2026

Financial planning is about more than building a strategy—it’s about having a team that’s available to answer questions, keep you informed, and support you as life evolves.

One client recently recognized Brian Wilde and the team for their knowledge, responsiveness, and enthusiasm for serving clients. This client’s experience is a reminder that thoughtful planning is shaped not only by the guidance provided, but also by the relationships built through ongoing communication and support.

If you're looking for personalized planning aligned with your goals and priorities, connect with an EP Wealth advisor to start the conversation.



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

Where you choose to retire can have a meaningful impact on your lifestyle and long-term financial plan. Michigan offers ...
07/16/2026

Where you choose to retire can have a meaningful impact on your lifestyle and long-term financial plan.

Michigan offers a compelling combination of natural beauty, cultural amenities, and diverse communities, but every retirement destination comes with unique financial considerations.

EP Wealth’s complimentary Guide to Retiring in Michigan explores housing costs, tax considerations, healthcare access, and retirement planning insights to help you evaluate whether Michigan aligns with your long-term goals.

Download your free guide today: https://www.epwealth.com/retiring-in-michigan

Markets are always evolving, but a disciplined investment approach starts with an informed perspective. Join Managing Di...
07/15/2026

Markets are always evolving, but a disciplined investment approach starts with an informed perspective.

Join Managing Director of Investments, Adam Phillips, on July 29 for our Q3 2026 Informed Investor Market Outlook Webinar to hear EP Wealth’s latest views on market trends, the economy, and the factors shaping the investment landscape.

Save your seat here: https://events.epwealth.com/theinformedinvestormarketoutlookq32026/social

07/14/2026

The S&P 500 has doubled over the past four years despite inflation, higher interest rates, geopolitical uncertainty, and market volatility.

As second-quarter earnings season begins, investors will be looking for signs that corporate earnings remain strong, inflation continues to moderate, and market leadership broadens beyond a handful of large technology companies.

Learn what these key economic reports and earnings results could mean for investors in the weeks ahead in this week's Market Update with EP Wealth's Managing Director of Investments, Adam Phillips.

RIAs are responding to Goldman Sachs’ new ban on employee prediction market trading as firms across financial services g...
07/14/2026

RIAs are responding to Goldman Sachs’ new ban on employee prediction market trading as firms across financial services grapple with compliance risk and internal policy.

EP Wealth Advisors Managing Director of Investments, Adam Phillips, was recently featured in InvestmentNews, offering a candid and thoughtful perspective on where our firm stands, noting, "It really contradicts our long-term investment thinking. These are more short-dated instruments, and so for that reason, we'd be unlikely to apply it within client portfolios."

Read the full piece on how financial firms are navigating prediction markets and what it means for the future of RIA policy.
https://www.investmentnews.com/regulation-legal-compliance/goldman-leads-wave-of-prediction-market-bans-at-financial-firms/267395

While geopolitical events continue to make headlines, markets are being driven by a different story. In a recent intervi...
07/10/2026

While geopolitical events continue to make headlines, markets are being driven by a different story.

In a recent interview with Yahoo Finance, EP Wealth's Managing Director of Investments, Adam Phillips, CFA, CAIA, CFP®, shared why AI remains the dominant force shaping markets, earnings, and the broader economy.

"The AI story—that's what's driving the market. That's what's driving earnings. That's what's driving the economy, and so that's where our focus is."

Watch Adam's conversation with Brooke DiPalma: https://www.youtube.com/live/DjlEiETmwdM?si=lzBULa8JGYMAi18z&t=3768

Every family has important financial decisions to make. The value of financial planning is having someone who takes the ...
07/10/2026

Every family has important financial decisions to make. The value of financial planning is having someone who takes the time to help you navigate them.

One client shared how Kristyn Gibson's knowledge, thoughtful communication, and dedication helped shape their family's financial planning journey. What stood out most was Kristyn’s commitment to putting the client's needs first throughout the process.

Connect with an EP Wealth advisor to explore a planning approach built around your goals and priorities.



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

The latest Fed meeting underlined the risks of high inflation. Energy prices remain unsteady, and cost increases are sta...
07/09/2026

The latest Fed meeting underlined the risks of high inflation. Energy prices remain unsteady, and cost increases are starting to show up in other areas.

Managing Director of Investments at EP Wealth Advisors, Adam Phillips, says the Fed is keeping a close eye.

“The minutes demonstrated the Fed’s hawkish bias, highlighting that upside inflation risks remain while concerns around the labor market have eased,” he said. “While oil prices are still below where they stood at the time of the mid-June meeting, renewed tensions in the Middle East underscore how fragile the backdrop remains.”

For more insights on the Fed and inflation, read the article in : https://www.cnbc.com/2026/07/07/stock-market-today-live-updates.html

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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