LOS ANGELES, March 9, 2016 /PRNewswire/ -- EP Wealth Advisors has been named among the 2016 Top 150 Fee-Only Registered Investment Advisory firms by Financial Planning magazine. As a fee-only firm, all compensation comes directly from clients; no third-party compensation is ever accepted.
"We are honored to be included on Financial Planning's Top Fee-Only Advisor list because it shows our dedication to conflict-free service is paying off," said President of EP Wealth Advisors, Patrick Goshtigian. "During the past year we continued to serve individuals, families and businesses and they appreciate the fee-only approach. It's been so popular that we've recently opened an office in Irvine and merged with a San Francisco-based firm, to further enhance the service we provide to clients."
As a fiduciary, the firm offers financial advice and investment options driven solely by the client's best interests, goals and objectives. EP Wealth Advisors' mission is to understand client objectives and invest appropriately so clients achieve their life goals. The firm has experienced rapid growth since its inception in 2004.
The Financial Planning rankings are based upon the total discretionary and nondiscretionary assets under management listed on Form ADV. The rankings list comprises only independent, fee-only advisory firms, excluding firms with broker/dealer and insurance company affiliations as well as those with substantial outside ownership. In order to capture firms that provide financial advice to individuals, only advisory firms that maintain a client base that consists of at least 50 percent "individual clients" are included.
ABOUT EP WEALTH ADVISORS
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth Advisors manages approximately $2 billion for clients nationwide. With additional offices in the San Francisco Bay area, West Los Angeles, Irvine, California and Denver, Colorado, the firm provides client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth was listed among the Top RIA Firms in 2015 by Financial Advisor magazine and in 2016 by Financial Planning magazine (This ranking is based on a firm's assets under management as reported on Form ADV. Firms eligible for this ranking must be independent registered investment advisors providing services to individual clients with at least 50 million in assets under management as of December 31, 2015). For more information, visit www.epwealth.com.
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SOURCE EP Wealth Advisors