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EP Wealth Advisors Reviews, Pricing, Features & Alternatives in 2026

EP Wealth Advisors provides personalized wealth management software that helps you achieve your financial goals with comprehensive planning, portfolio management, and tax strategies tailored to your unique needs.

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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is EP Wealth Advisors?

EP Wealth Advisors offers a robust wealth management platform designed to help you meet your financial goals through personalized, planning-based advice. It enables you to access a wide range of services including retirement planning, investment management, estate planning, tax planning, and business planning. With a dedicated team led by your advisor, you get tailored financial strategies that adapt to your life changes and market conditions.

The platform serves both individuals and high-net-worth families, including those with complex financial needs. It makes it easy for you to implement, monitor, and adjust your financial plans with a holistic approach that integrates cash flow, investments, estate considerations, and tax implications. This software delivers a collaborative, local experience with expert guidance and ongoing portfolio management, helping you confidently navigate your financial future.

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

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Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use EP Wealth Advisors?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

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