EP Wealth Advisors
EP Wealth Advisors, Inc. is an employee-owned investment management firm that primarily serves high-net-worth individuals, along with charitable organizations, trusts, estates, corporations, and pension plans. Founded in 1985 and headquartered in Torrance, California, with additional offices in several cities, the firm offers a comprehensive range of services, including investment management and financial planning. EP Wealth Advisors invests across various asset classes, including public equity, fixed income, and alternative investments, utilizing a blend of technical and fundamental analysis. The firm’s investment strategy incorporates a diverse portfolio that spans multiple sectors such as staples, energy, financials, healthcare, industrials, and real estate. Its fixed income investments feature a variety of securities, including corporate bonds, mortgage-backed securities, and municipal portfolios. EP Wealth Advisors emphasizes a fee-only structure, ensuring transparency and alignment with client interests. The firm enhances its investment strategies through both in-house and external research, aiming to deliver tailored financial solutions to its clients.
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Financial Insight Center offers retirement planning and wealth management.
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Conlon Dart Wealth Management is a wealth management and financial planning firm devoted to helping you harness the complexities of modern financial life. We believe our value goes well beyond guiding your investment plan. It also comes in from helping you organize, frame goals and proactively tackle issues within the context of your unique and often complex financial life.
Donnelly Wealth Advisors is an independent RIA firm that was founded by Richard “Rich” Donnelly in 1997. The firm is known for taking a specialized approach to managing client wealth and providing a comprehensive view of the client’s finances within the context of their larger goals and objectives.