LOS ANGELES, Jan. 6, 2016 /PRNewswire/ -- EP Wealth Advisors announced the establishment of their Irvine office on September 28 to better serve their growing client base in Orange County. The Los Angeles-based firm, which has experienced rapid growth since its inception in 2004 and now manages or advises nearly $2 billion in client assets, serves clients in both California and Colorado. With the addition of advisors and an increase in clients in the Orange County area, the firm decided that the time was right for a local presence.
"For 11 years, EP Wealth Advisors has been providing individual clients, families and small businesses with a range of personalized financial planning and investment management services," said President Patrick Goshtigian. "With the world we're in, the market is demanding a more relationship-based financial service offering. We're seeing strong demand throughout Orange County, so establishing a presence in Irvine was a natural next step."
The opening of the Irvine office is part of a five-year plan of continued expansion throughout California. "It is gratifying to see the growth of the firm, employees and client base, as well as to witness the firm assist so many in pursuing their most important endeavors," said Goshtigian.
EP Wealth Advisors has seventeen financial advisors and a total staff of 40. The Orange County office, which is headed by Ryan Serrecchia, Executive Vice President/Partner, will have ample space for members of the EP Wealth team to meet with local clients and associates.
ABOUT EP WEALTH ADVISORS
EP Wealth Advisors is a fee-only financial planning and registered investment advisory firm headquartered in Torrance, California. With additional offices in West Los Angeles and 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. The list ranks firms by discretionary and non-discretionary assets under management as reported on Form ADV. For more information, visit www.epwealth.com.
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SOURCE EP Wealth Advisors