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EP Wealth Advisors

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Torrance, CA
EP Wealth Advisors

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm with over $49.1 billion in AUM as of June 30, 2026.

11/03/2026

Election headlines may dominate the week, but there's another important story unfolding in the stock market.
While the S&P 500 declined in October, nine of its 11 sectors posted gains, suggesting investors are looking beyond some of the biggest technology and AI-related companies.

With midterm elections approaching and new economic data on the way, what should investors be watching?

Watch the full Market Update.

11/03/2026

We're excited to share that Shari Greco Reiches will be speaking at Worth's Leading Advisors RIA Summit in New York City tomorrow!

Shari is passionate about empowering women who manage their finances independently, helping them build confidence and clarity as they navigate important financial and life decisions.

We're proud to have Shari representing EP Wealth Advisors and sharing her insights on serving women clients alongside other industry leaders.

Interested in attending? Request your invitation here: https://worth.com/event/leading-advisors-summit-beyond-wealth-advisory/

10/30/2026

Financial planning comes with important questions. Having an advisor who takes the time to explain the details can make those conversations feel more approachable.

One client recently recognized Rick Bryan for his patience, clear communication, and thoughtful approach to retirement planning. From explaining investment strategies to developing long-term financial projections, Rick helps clients better understand their options and stay informed as they plan for the future.

Whether you're preparing for retirement or navigating important financial decisions, connect with an EP Wealth advisor to explore a strategy tailored to your goals and priorities.

Client experience may not reflect the experience of others. No compensation provided. See full disclosures at https://www.epwealth.com/client-testimonials.

10/29/2026

Energy makes up about 3% of the S&P 500 but generates roughly 14% of its free cash flow. Our Managing Director of Investments Adam Phillips, CFA, CAIA, CFP spoke to television about what oil majors will do with their Iran war windfall.

Adam expects investors to push for more buybacks and dividend increases when third quarter earnings arrive. Majors are wary of committing to new projects that could come online just as tensions ease. With the IEA pointing to elevated prices well into 2027 and Middle East supply down about 60% from last year, he sees more upside ahead for the sector.

Our advisors are hearing the same question from clients about where to invest beyond AI. In Adam's words, "People are looking for what else is out there. Energy is a great candidate."

Watch the full segment with Adam: https://www.youtube.com/watch?v=YnwbNGT-ukA

10/29/2026

The Social Security Administration announced a 3.6% cost of living increase for seniors’ checks in 2027 but it doesn’t go very far with inflation well above average and Medicare premiums rising.

“(Seniors will) appreciate it because it will help us keep up with inflation a little bit better but it’s definitely not a windfall,” Financial Advisor Chuck Bautista, CFP®, ChFC® said on Denver’s KOA News Radio.

Listen to the full report.

10/28/2026

As markets and economic conditions continue to shift, maintaining a long-term perspective remains essential. If you missed our Market Outlook Q4 2026 webinar, you can now watch the recording on demand.

EP Wealth's Investment team shares their perspective on:
• Key asset class trends and factors influencing recent market performance
• The U.S. economic outlook heading into Q4 2026
• Global developments shaping markets and investor sentiment
• How our Investment Committee is approaching portfolio positioning in the current environment

Watch the recording to gain additional context on the current market landscape and the trends we're monitoring in the quarter ahead:

https://events.epwealth.com/informed-investor-market-outlook-q4-2026-on-demand

10/27/2026

Investors are taking a closer look at the AI boom. With major technology companies reporting earnings, attention is shifting from how much they're spending on artificial intelligence to whether those investments can deliver sustainable returns.

Rising infrastructure costs, growing debt levels and increased scrutiny are changing how investors evaluate AI opportunities.

10/27/2026

How prepared are you for today's evolving cyber threats?

As cyber threats continue to evolve, staying informed about digital security is an important consideration when it comes to protecting your personal and financial information.

Join EP Wealth Advisors tomorrow, October 28, for our complimentary webinar, Beyond Passwords: Protecting the Households Behind Your Wealth.

Cybersecurity experts Katherine Middagh and Mark Hurley will discuss common cybersecurity risks, emerging threats, and practical considerations for managing your digital security and personal information.

Tomorrow, October 28 | 11 AM PT / 2 PM ET

Register here: https://events.epwealth.com/cybersecurity-2026-2/social

10/26/2026

As midterm elections are quickly approaching and headlines are making waves, many investors might be considering some portfolio moves.

EP Wealth Advisors Managing Director of Investments, Adam Phillips, urges investors to take caution before making such decisions.

“The media attention surrounding midterms adds noise and can create the urge to trade, as taking action can help calm anxiety and give investors a sense of control,” Adam tells WealthUp. “In this polarized environment, investor sentiment is often influenced by political beliefs, so midterms present another opportunity to vote with one’s wallet, even if that’s often not the prudent thing to do.”

Read Adam’s full advice here: https://wealthup.com/investment-portfolio-elections/

10/23/2026

Growth through acquisitions must go hand-in-hand with organic growth. EP Wealth Advisors Co-Founder and Managing Director, Brian Parker, shared the importance of RIAs growing with a people-first ethos onstage at RIA Edge Orange County this week.

“Organic growth is really what all of these businesses are ultimately valued on,” he shared. “It’s very difficult to get somebody to grow. It’s much easier to find somebody that is growing and enhance what they’re doing and build a culture around that.”

For more highlights from the panel, read the article in Wealth Management: https://www.wealthmanagement.com/ria-edge/ria-edge-panel-why-a-good-m-a-strategy-must-stay-focused-on-organic-growth

Address

21535 Hawthorne Boulevard , Suite 400
Torrance, CA
90503

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://epwealth.com/

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