EP Wealth Advisors is an independent financial advisory firm based in Logan, UT, offering a wide range of wealth management services to assist clients in reaching their financial objectives. With a team of over 400 professionals across 35 offices nationwide, the firm specializes in personalized financial planning, retirement planning, investment management, estate planning, tax planning, and business planning services.
Operating as a fiduciary, EP Wealth Advisors places the best interests of its clients at the forefront and provides unbiased investment recommendations through a fee-only structure. Recognized for its industry excellence, the firm has been honored as one of the USA Today Best Financial Advisory Firms in 2024 and listed among Barron's Top RIAS in 2023.
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