EP Wealth Advisors is an independent financial advisory firm based in Pocatello, ID, offering a comprehensive range of wealth management services to help clients achieve their financial goals. With a team of over 400 professionals in 35 offices nationwide, the firm provides personalized financial planning, retirement planning, investment management, estate planning, tax planning, and business planning services.
As a fiduciary, EP Wealth Advisors prioritizes the best interests of its clients and delivers objective investment recommendations through a fee-only structure. The firm has received recognition for its excellence in the industry, including being named one of the USA Today Best Financial Advisory Firms and Barron's Top RIAS.
Generated from the website