EP Wealth Advisors:
A Leading Torrance, CA Based Independent Advisor
Recently Released!!!
Date Published: February 7, 2025
Summary PowerPoint Deck: 48 Slides
Reference PowerPoint Deck: 48 Slides
EP Wealth Advisors was founded as Premier Financial Management by Derek Holman & Brian Parker in 1999. EP Wealth Advisors is based in Torrance, CA. EP Wealth Advisors is led by its Executive Chairman Patrick Goshtigian and CEO Ryan Parker. EP Wealth Advisors has 44 offices, 447 employees, & $31.0 billion assets under management. EP Wealth Advisors is privately owned. Its website can be found at www.epwealth.com.
This research addresses the key historical phases of EP Wealth Advisors, including:
Its profile includes detailed outlines of its core businesses, including:
Date Published: February 7, 2025
Summary PowerPoint Deck: 48 Slides
Reference PowerPoint Deck: 48 Slides
EP Wealth Advisors was founded as Premier Financial Management by Derek Holman & Brian Parker in 1999. EP Wealth Advisors is based in Torrance, CA. EP Wealth Advisors is led by its Executive Chairman Patrick Goshtigian and CEO Ryan Parker. EP Wealth Advisors has 44 offices, 447 employees, & $31.0 billion assets under management. EP Wealth Advisors is privately owned. Its website can be found at www.epwealth.com.
This research addresses the key historical phases of EP Wealth Advisors, including:
- Premier Financial Management Phase
- EP Wealth Advisors Phase
- Acquisitions Phase
Its profile includes detailed outlines of its core businesses, including:
- Financial Planning
- Divorce Financial Planning
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Business Planning
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
