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EP Wealth Advisors

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(925) 298-2428
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About EP Wealth Advisors

Located off of Mt. Diablo Boulevard in Lafayette, look for us up the hill behind the Veteran's Hall. Our Lafayette West office invites you to visit us and meet our financial advisors to see what our full-service team can provide.

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 you

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3738 Mt. Diablo Blvd Suite 201, Lafayette, CA 94549
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  • Financial Planner
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