EP Wealth Advisors

6 reviews

+1 (310) 543-4559

Website

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Brian Parker, Patrick Goshtigian, Derek Holman

21535 Hawthorne Blvd Ste 400

Torrance, CA 90503

+1 (310) 543-4559

https://www.epwealth.com

Financial planner in Torrance, California - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

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Reviews

4.56 reviews

denise m.

7/2/2021

I have used EP Wealth as my investment advisor for the last 10 years and I have been very happy with their performance (in good markets and bad). Brian Parker is easy to work with. They are very...

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K B.

6/6/2024

We do not trust them. We decided to contact them with the reasons. On 5/21/24 we wrote a detailed email expressing complaint and disappointment to Messrs. Fink, Clebowicz and Parker--all top...

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Bob S.

4/2/2023

E p Wealth is a first class financial advisor company. Theydo their homework and especially Ryan Serrecchia and Ethan his associate . I would recommend this company to wants to invest with a...

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Don B.

5/27/2021

I've been with EP Wealth for 13 years. Brian Parker and Greg Wells have always been there for any of my financial needs. When I first joined them I said I wanted a "sleep well at night portfolio"...

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Anna W.

7/15/2022

We have been with EP Wealth since 2019 and have been very happy with their performance and services. Greg Wells did a great job explaining why our account went down during the recent bad market...

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United States›California›Torrance›EP Wealth Advisors

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