About EP Wealth Advisors
EP Wealth Advisors is a Financial Services company based in Brighton (United States) founded in 1981, and was acquired by EP Wealth Advisors in January 2025. Personalized financial planning and investment strategies are provided by EP Wealth Advisors. It operates on a Professional Services model. EP Wealth Advisors offers products and services including Financial Planning, Investment Management, Retirement Planning, Estate Planning, and Tax Planning. Its focus areas include Financials, Wealth Management and Investment Advisory. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Comprehensive wealth management services are offered by EP Wealth Advisors, focusing on personalized financial planning and investment strategies. Clients across the United States are served through various solutions including retirement planning, estate planning, tax planning, and business planning. Sectors such as family office services and divorce financial planning are addressed with a client-first approach. Over 46 offices nationwide ensure localized support for more than 15,000 households. Fiduciary responsibility is maintained to prioritize client interests in all recommendations.
- Headquarters Brighton, United States
- Stage Acquired
- SectorsFinancial Services
- Website ewmadvisors.com
- Social LinkedIn Facebook YouTube
- Acquired by EP Wealth Advisors (Jan 2025)
- Legal Name Ep Wealth Advisors
- Investors
- Acquired byEP Wealth Advisors
(Jan 2025)
Products & Services of EP Wealth Advisors
EP Wealth Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, Estate Planning, and Tax Planning.
Personalized financial plans are created for client goals.
Portfolios are managed to optimize client investment returns.
Retirement strategies are developed for long-term financial security.
Estate plans are structured to preserve client legacies.
Tax strategies are designed to minimize client liabilities.
Apps and channels of EP Wealth Advisors
its YouTube channel EP Wealth Advisors has 495 subscribers.
Investors in EP Wealth Advisors
EP Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and financial advisory services are provided to clients. | 2007 | epwealth.com | Lafayette, United States |
Investor details for EP Wealth Advisors
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People of EP Wealth Advisors
2 people are tracked at EP Wealth Advisors (1 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Michael J. Lay Cfp® | Managing Director | Leadership |
Christine Schilling | Registered Client Associate | Team |
Complete people profiles for EP Wealth Advisors
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Timeline of EP Wealth Advisors
2 dated milestones of EP Wealth Advisors across 44 years, from founding to its latest funding, stage changes and deals.
- Founded EP Wealth Advisors is founded.
- Exit Acquired by EP Wealth Advisors.
Competitors of EP Wealth Advisors
EP Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of EP Wealth Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as EP Wealth Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Ep Wealth Advisors
Complete news archive for EP Wealth Advisors
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Frequently Asked Questions about EP Wealth Advisors
EP Wealth Advisors was founded in 1981.
EP Wealth Advisors is headquartered in Brighton, United States. It is registered at Brighton, Colorado, United States.
Comprehensive wealth management services are offered by EP Wealth Advisors, focusing on personalized financial planning and investment strategies. Clients across the United States are served through various solutions including retirement planning, estate planning, tax planning, and business planning. Sectors such as family office services and divorce financial planning are addressed with a client-first approach. Over 46 offices nationwide ensure localized support for more than 15,000 households. Fiduciary responsibility is maintained to prioritize client interests in all recommendations.
EP Wealth Advisors's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
EP Wealth Advisors offers Financial Planning, Investment Management, Retirement Planning, Estate Planning, and Tax Planning.
EP Wealth Advisors has 1 investor. Key investors include EP Wealth Advisors.
EP Wealth Advisors operates through Ep Wealth Advisors.
Yes. EP Wealth Advisors was acquired by EP Wealth Advisors in January 2025.