{"source":"Breaknorm","page":"https://breaknorm.co/company/epwealth.com","license":"https://breaknorm.co/terms","domain":"epwealth.com","name":"EP Wealth Advisors","legal_name":"EP Wealth Advisors","country":"US","country_second":"GB","city":"","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"independent_financial_advisers","summary":"EP Wealth Advisors is a wealth management and financial planning firm that provides family office services, investment management, estate planning, and retirement planning for high net worth individuals and families. Its offerings include fiduciary services, asset allocation, equity investments, executive compensation planning, and divorce financial planning. It also serves specific client groups such as federal employees and professional athletes.","offerings":["high net worth advisory","fiduciary services","asset allocation","equity investments","executive compensation planning","special needs financial planning","portfolio review","capital gains tax management"],"target_customers":["federal employees","professional athletes","high net worth families","women","high net worth individuals","families with complex 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implementation and ongoing administration of Workday, serving as the FP&A team's primary system owner.","title":"Senior Financial Planning and Analysis Analyst"},{"slug":"cisco-meraki","status":"active","confidence":"high","jobs":1,"first_seen":"2026-08-26","function":"it_operations_and_business_systems","quote":"• Own the Office of the Future program for bringing 55+ offices up to EP's new standards: Meraki to UniFi migration, security cameras, physical access control, updated equipment, a locking rack or locked closet, and secure print.","title":"Network Engineer ( PST & MST Time Zone) Hybrid"},{"slug":"salesforce-apex","status":"active","confidence":"high","jobs":1,"first_seen":"2026-08-20","function":"it_operations_and_business_systems","quote":null,"title":""},{"slug":"ubiquiti-unifi","status":"adopting","confidence":"high","jobs":1,"first_seen":"2026-08-26","function":"it_operations_and_business_systems","quote":"• Own the Office of the Future program for bringing 55+ offices up to EP's new standards: Meraki to UniFi migration, security cameras, physical access control, updated equipment, a locking rack or locked closet, and secure print.","title":"Network Engineer ( PST & MST Time Zone) Hybrid"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":32,"first_seen":"2025-09-12","function":"finance_and_accounting","quote":"Utilize advanced Excel functionalities and financial modeling techniques to enhance the accuracy and robustness of financial projections.","title":"Senior Financial Planning and Analysis Analyst"},{"slug":"microsoft-outlook","status":"active","confidence":"medium","jobs":30,"first_seen":"2025-09-12","function":"finance_and_accounting","quote":"• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook","title":"Wealth Advisor 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h."},{"domain":"edgewaterig.com","name":"Edgewater Investment Group","country":"US","city":"Avon","headcount":"201-500","leaf":"wealth_management_general","summary":"Edgewater Investment Group is a wealth management firm that provides investment solutions, portfolio management and financial planning for business owners, corp."},{"domain":"perigonwealth.com","name":"Perigon Wealth Management","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Perigon Wealth Management is a fiduciary financial advisory firm that provides financial planning, investment management, tax planning, legacy planning, and bus."},{"domain":"ufgwm.com","name":"UFG Wealth Management","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"UFG Wealth Management is a wealth management firm that helps clients grow and preserve their wealth through investment management, asset structuring and legal a."},{"domain":"empirical.net","name":"Empirical Wealth Management","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Empirical Wealth Management is a service provider that offers comprehensive wealth management for high-net-worth individuals."}],"similar_scored":570,"customers":null,"as_of":"2026-10-30","index_tier":1}