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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Longitude is a Hoboken, NJ-based company in the Financial Services sector.
Essex National Securities is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about Essex National Securities, please visit www.ensinet.com
Red Canoe Credit Union is a Longview, WA-based company in the Financial Services sector.
Dana manages funds for a variety of institutional clients, both public and private. In addition to municipalities, corporation, and foundations, Dana provides a high level of service to high net worth clients, in both taxable and non-taxable accounts.