Financial Advisors in IRVINE, CALIFORNIA

    Irvine, CA

    EP Wealth's Orange County office in Irvine, CA, brings personalized financial solutions to one of the Golden State's most vibrant regions. Whether you're from the tech hubs of Irvine or the coastal communities along Newport Beach, our team offers financial planning and investment management services that are designed to meet the unique needs of OC residents. Contact us today to start building your financial future.

    CONTACT THE ORANGE COUNTY OFFICE
    Orange County - location page_compressed

    CLIENT SUPPORT TEAM

    Jeni Buys
    Client Relationship Manager

    Elle Wenz, MBA
    Senior Client Relationship Associate

    Nikki Simpson, CFP®, EA
    Manager, Financial Planning

    Lilli-Ann Carreón González
    Client Relationship Associate

    Anna Vo
    Client Relationship Associate

    Jared Lopez, CFA
    Portfolio Manager

    Kyle Hurt, CFP®
    Senior Financial Planner

    Ross Azzarella
    Client Relationship Associate

    Contact Our Orange County Financial Advisors

    Located just 10 minutes from the world-class shopping at Fashion Island in Newport Beach and a convenient stroll from John Wayne Airport, our Irvine office sits on the 10th floor of the Golden State Foods building in the newly developed complex at Michelson and Von Karman. We invite you to visit our Orange County office and meet with our financial advisors to discover the full range of services our team provides.

    2211 Michelson Drive
    Suite 1150
    Irvine, CA 92612
    Fax: (949) 247-7016
    Hours: Monday - Friday 9:00 am - 5:00 pm

    Client Testimonials

    “Expert guidance from an experienced team that CARES. No cookie cutter here.”1
    — John G.
    Client, EP Wealth Advisors, 12/04/2024
    “I have referred numerous friends and family members to them, all of whom have been thoroughly impressed and satisfied with the level of service”1
    — Elizabeth W.
    Client, EP Wealth Advisors, 02/19/2025
    “As a Sr. investor and one that has used several investment firms, for which all of them have been impressive. EP is at the top of that list: excellent communication, understanding of market trends and future market opportunities have resulted in strong portfolio returns.”4
    — David K.
    Client, EP Wealth Advisors, 05/28/2025
    “EP Wealth Advisors has been a crucial factor in my financial management for more than 18 years.”9
    — Heath J.
    Client, EP Wealth Advisors, 09/30/2025
    “Their professionalism is unwavering, yet it's always delivered with a human touch that makes you feel like you're talking to trusted friends who also happen to be financial wizards.”3
    — Anthony M. and Diane C.
    Client, EP Wealth Advisors, 04/10/2025
    “Thanks to EPWA, I was able to retire at age 65 with a sufficient nest egg to last me over the years and provide financial freedom for my family. With this, I am able to fully live and enjoy my retirement years.”1
    — Dan H.
    Client, EP Wealth Advisors, 12/02/2024
    “Their deep understanding of finances, attention to detail, and skill in explaining complex concepts using clear language and examples have made the process interesting and enjoyable. They have kept our investments on track, allowing for a good retirement cash flow, while keeping us updated on our budget planning.”1
    — Mary C.
    Client, EP Wealth Advisors, 01/07/2025
    “EP Wealth Advisors are MY financial planning team. I trust them and could not imagine retiring without their guidance.”1
    — Michael F.
    Client, EP Wealth Advisors, 03/14/2025
    “The team is super responsive and always incredibly helpful in helping me ensure I am ready for retirement and beyond. I wouldn't trust any other team with my assets.”9
    — Stephanie B.
    Client, EP Wealth Advisors, 10/07/2025
    “We really appreciate how clearly they explain things and make the process feel approachable. Highly recommend them to anyone looking for a solid, trustworthy team.”4
    — Jordan P.
    Client, EP Wealth Advisors, 05/27/2025
    “Their medium-touch approach fits us perfectly—engaged, but not intrusive. They’ve exceeded our expectations and we wouldn’t consider going back to a big institution. We highly recommend EP Wealth for anyone looking for thoughtful, customized financial guidance.”2
    — Gary C.
    Client, EP Wealth Advisors, 04/08/2025
    “This level of analysis was not available at my previous company. I was also pleased to find that EP Wealth has a department that deals with planning for special needs individuals.”8
    — Beth C.
    Client, EP Wealth Advisors, 09/05/2025
    "They are always helpful, accessible and wise. They have given my husband and me great advice and our investments have grown tremendously. Every member of the team is extremely professional yet very warm and personable. I cannot recommend EP Wealth Advisors strongly enough.”1
    — Karen G.
    Client, EP Wealth Advisors, 12/12/2024
    “My husband and I were looking for an investment company where we could develop our financial knowledge and grow a healthy financial portfolio that would take care of our family. We found that with EP Wealth Advisors.”4
    — Stephanie H.
    Client, EP Wealth Advisors, 05/29/2025
    “Recently we decided to reevaluate my risk levels based on my age, and economic events. The changes we made stabilized my accounts and returned my investments to positive earnings.”6
    — Dave G.
    Client, EP Wealth Advisors, 07/31/2025
    “Their proactive, pragmatic approach is something we truly value. I also appreciate their availability when we have questions and their down-to-earth style.”2
    — Jodi H.
    Client, EP Wealth Advisors, 04/03/2025
    “I am very comfortable in my retirement due to your guidance and recommendations. Your attention to providing help and services in such a caring way is admirable. I am eternally grateful to you.”1
    — Marilyn R.
    Client, EP Wealth Advisors, 12/10/2024
    “I've never considered leaving them for another financial planning group. The entire team consistently provides detailed explanations based on the depth of their knowledge with the financial markets.”1
    — Joanne S.
    Client, EP Wealth Advisors, 03/14/2025
    “They also go out of their way to get to know their clients on a "professional, personal level" which is something we appreciate. To date, we have nothing but the utmost respect, confidence, and appreciation for all they do on our behalf.”1
    — Mary K.
    Client, EP Wealth Advisors, 01/03/2025
    “I recently made a cross country move, selling one house and buying another. Not only did the team helped us figure out the financial aspects of the move, they also provided recommendations on professionals such as a real estate attorney who help us with the remote closing.”1
    — Colleen L.
    Client, EP Wealth Advisors, 03/10/2025
    “EP Wealth has helped us with investments, trusts, insurance, and estate services. They've treated us as family, and have earned our highest level of trust.”1
    — Joseph B.
    Client, EP Wealth Advisors, 01/20/2025
    “…takes care in responding to my questions, explains well the particulars of my financial plan and investments, and is aways open to concerns I might express.” 11
    — Barbara H.
    Client, EP Wealth Advisors, 09/11/2025
    “They think outside the box, are always coming up with solutions that I never thought of (or did my other advisors) and they are always there and ready to spend the time with me to explore options.”4
    — Michael S.
    Client, EP Wealth Advisors, 05/30/2025
    “They have been a valuable financial counselor as my wife and I moved through many phases of life - raising a family, building a career, and securing our financial future. They have been able to help us through every step, including now in our retirement.”1
    — Jim B.
    Client, EP Wealth Advisors, 02/08/2025
    “Our family has entrusted our financial planning to EP Wealth for over 17 years. Through the highs & lows of markets and global shifts, we've always had the peace of mind knowing that EPW has our best interests in view and protects our investments with our long-term retirement plans in mind.”1
    — Ron L.
    Client, EP Wealth Advisors, 03/10/2025
    “EP Wealth provides the guidance and support to execute our financial goals. We appreciate the experience, the honesty, and the clear communication...”7
    — Steve K.
    Client, EP Wealth Advisors, 08/17/2025
    “EP Wealth was one of several investment advisors our fiduciary investment group recommended when we were looking for a trusted professional to assist us with our strategy to truly retire after all of our years of hard work, planning and investing. We met with a few of those recommended and we decided on EP Wealth. It was the best decision hands down...”2
    — Tamara K.
    Client, EP Wealth Advisors, 04/05/2025
    “They truly have a vested interest in my financial goals and they take their time going over any questions I may have. I could not be happier with EP and honestly recommend to anyone looking for an investing partner to at least meet w the local team.”5
    — Mark G.
    Client, EP Wealth Advisors, 05/29/2025
    “Having gone through a significant life change, I have needed financial guidance on everything from handling my children's college expenses to planning for retirement. I have 100% confidence that my advisors at EP Wealth have my best interests at the forefront of all decisions made.”3
    — Caroline D.
    Client, EP Wealth Advisors, 06/19/2025

    WE KEEP YOU INFORMED

    You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

    Overcoming Psychological Biases in Wealth Management Decisions
    Overcoming Psychological Biases in Wealth Management Decisions

    Psychological biases can influence even...

    How to Integrate NIL Income into a Long-Term Financial Plan
    How to Integrate NIL Income into a Long-Term Financial Plan

    EP Wealth’s Adam Fein and Joseph...

    The Role of Luxury Real Estate in a High-Net-Worth Portfolio
    The Role of Luxury Real Estate in a High-Net-Worth Portfolio

    Learn how luxury real estate may fit...

    How to Tailor Financial Plans for Your Risk Preferences
    How to Tailor Financial Plans for Your Risk Preferences

    EP Wealth’s Regional Director, Cannon...

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials