EP Wealth Advisors
EP Wealth Advisors, Inc. is an employee-owned investment management firm based in Torrance, California, with additional offices in several major cities. Founded in 1985, the firm primarily serves high net worth individuals but also provides services to charitable organizations, trusts, estates, corporations, and pension plans. EP Wealth Advisors offers a comprehensive range of financial services, including investment advisory, financial planning, and wealth management. The firm invests in public equity, fixed income, and alternative markets globally, focusing on various sectors such as staples, energy, financials, healthcare, and real estate. Its fixed income portfolio encompasses investment-grade corporate securities, mortgage-backed securities, and municipal fixed income. Employing a blend of technical and fundamental analysis, the firm develops customized investment strategies to meet clients’ specific goals while managing risk. EP Wealth Advisors emphasizes the use of both in-house and external research to enhance its investment decision-making process.
NewFocus Financial Group is an independent, fee-based Registered Investment Advisory firm that focuses on providing comprehensive financial planning and investment management services. The firm caters to a diverse clientele, including wealthy individuals and families, business owners, trusts, and retirement and pension plans. NewFocus Financial Group is dedicated to helping its clients build, maintain, and preserve their wealth through tailored financial strategies and expert guidance.
Financial Insight Center offers retirement planning and wealth management.
The Insight Group is a wealth management service.
Personal Financial Consultants, Inc. is an independent fee-only financial planning and investment management firm located in Lafayette, California. The company specializes in creating holistic and personalized financial plans tailored to the unique needs of individuals and families. Through its comprehensive advisory services, Personal Financial Consultants aims to provide clients with clear strategies for managing their finances and investments effectively. The firm was acquired by EP Wealth Advisors, Inc. in August 2019, expanding its reach and resources in the financial services sector.
Pathlight Investors, LLC is a financial advisory firm based in Phoenix, Arizona, that specializes in providing personalized and integrated investment solutions to individuals and families. As a subsidiary of EP Wealth Advisors, Inc. since July 2019, Pathlight Investors focuses on delivering tailored financial strategies to meet the unique needs of its clients. The firm emphasizes a comprehensive approach to wealth management, ensuring that clients receive holistic advice that encompasses various aspects of their financial lives.
Conlon & Dart LLC is a wealth management and financial planning firm based in Seattle, Washington, operating as a subsidiary of EP Wealth Advisors, Inc. The firm specializes in helping clients navigate the complexities of modern financial life by offering a blend of proven investment strategies and contemporary financial planning techniques. Conlon & Dart focuses on organizing clients' financial goals and proactively addressing issues tailored to their unique circumstances, ensuring a comprehensive approach to wealth management.
Donnelly Wealth Advisors is an independent registered investment advisory firm established by Richard “Rich” Donnelly in 1997. The firm focuses on delivering personalized financial advisory services, including financial life planning, investment management, retirement planning, and cash flow analysis. It offers a comprehensive approach to wealth management, aligning financial strategies with clients' broader life goals and objectives. Additionally, Donnelly Wealth Advisors provides services such as legacy and estate planning, tax planning, risk management, and insurance consultation. The firm also specializes in corporate benefits consulting, family business consulting, and employee benefit plan consulting, ensuring that clients receive tailored advice to meet their unique financial needs and aspirations.
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