New Office
EP Wealth Advisors Opens Irvine Office
EP Wealth Advisors has established another office in the Golden State.
Torrance, CA-headquartered EP Wealth Advisors has opened an office in Irvine, CA, to better serve its growing client base in Orange County.
The firm said the move is part of a five-year plan of continued expansion throughout California.
It launched in 2004 and now manages or advises nearly $2 billion in client assets, with clients in California and Colorado, 17 financial advisors and a total staff of 40.