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About EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. They offer comprehensive financial services including financial, tax, and estate planning, as well as investment management to individuals and businesses. Their target audience includes mass affluent and high net worth families. The unique selling proposition is their client-centric approach, combining the resources of a large firm with a local, personalized delivery model, while being employee-owned and led. This approach allows them to provide tailored financial solutions while maintaining a strong community focus.
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