EP Wealth Advisors

LORRAINE SHEA _{on Google}

Dec 29th, 2023

Nothing but great service and excellent advice. Trevor Bush had been our go-to, and we couldn't be happier. He replies immediately with calls. Top notch service and very well informed on market business

Beth Missar _{on Google}

Dec 8th, 2023

Appreciate the timely advice, personalized to our needs!

David Gerhardt _{on Google}

Apr 26th, 2023

We've been working with EP Wealth since my retirement, and with Tom Nguyen for the past several years. I can't thank them enough for helping us navigate the uncertainties of modern investing. EP Wealth fosters sound financial planning, and people like Tom are critical in ensuring we understand the potential options (or pitfalls) of the future. I highly recommend them both!

Dr. Wendell P. Wong _{on Google}

Apr 24th, 2023

Our family has had a long history and financially beneficial and successful relationship with Cristin Rigg. We have been clients of the Harris Financial Associates since 2011, and have used their excellent services for our parents and family, and recommended several other friends and associates to them for financial management and planning.
The merger with EP Wealth has given even more depth and services as we head into our Golden Years.
Cristin has always been available, patient, kind, respectful and attentive to our changing needs, while handling many challenging situations with estate planning and streamlining our financial needs. This has taken a tremendous burden off us, coordinating our team consisting of accountants, estate attorneys and addressing changing tax codes and estate issues.
We wholeheartedly recommend Cristin Rigg and her very capable and knowledgable staff at EP Wealth.
With Great Appreciation,
Dr. Wendell & Terry Wong