EP Wealth Advisors Policies

When you fill out our request form, we collect your name, email address, phone number, ZIP code, and the approximate amount of assets you're thinking about. We also automatically collect routine technical information: your browser type, the pages you visit, and how you move through the site.

We use what you provide to respond to your request, reach out to discuss whether our services fit your needs, and determine which parts of our practice may be relevant for you. We also use this information to improve our site and communications, and to meet any legal obligations we have.

By providing your phone number, you agree that we may contact you by phone or text about your request. Carrier message and data rates may apply. You can stop receiving calls or texts at any time by telling us directly or replying STOP to any text message.

We do not sell or trade your personal information. We may share it with service providers who help us run our business—such as email platforms, customer management systems, or compliance vendors—under strict confidentiality agreements. We share information when the law requires it or when you ask us to.

You may request access to the information we hold about you, ask us to correct it, or ask us to delete it. You can also ask us to stop contacting you at any time. Residents of some states, including California, have additional rights under state privacy laws. To make any of these requests, use the form on this site or contact us at the address below.

We use reasonable safeguards to keep your information secure. However, no transmission over the internet is completely secure, and we cannot guarantee absolute safety. If you are concerned about security, please contact us directly.

This website runs no advertising or cross-site tracking cookies, and EP Wealth Advisors never sells data about your visit. For up to 30 days your browser may remember two things locally: the first page you visited here and the website that sent you. Nothing of this is sent to us unless you submit a request.

The company that hosts and protects this site may place one essential cookie to filter out automated traffic. To remove these details, clear cookies and site data for this site in your browser.

We may update this privacy policy from time to time. The current version is always posted on this page. If we make material changes, we will notify you by email at the address you provided.

If you have questions about how we handle your information, write to us at: EP Wealth Advisors, LLC, 1844 Folsom Street, Boulder, CO 80302, United States.

The content here is general educational information and general information only. It is not an offer to buy or sell any securities. It is not individualized investment advice, tax advice, or legal advice for your personal situation. Do not rely on this site to make financial decisions. Before acting on anything you read here, consult a qualified investment, tax, or legal professional about your own circumstances.

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. All illustrations, examples, and historical data on this site are hypothetical or educational only.

The name, logo, design, text, graphics, and all other content on this site belong to EP Wealth Advisors, LLC. You may not copy, reproduce, modify, or distribute any of this material without our written permission. Unauthorized use is a violation of copyright and other laws.

This site may contain links to other websites. We are not responsible for the content, accuracy, security, or privacy practices of any site we link to. When you leave our site, you are subject to the terms and privacy policies of the other site. Use third-party sites at your own risk.

To the fullest extent permitted by law, EP Wealth Advisors, LLC is not liable for any damages, losses, or claims arising from your use of this site or reliance on its content. This includes direct, indirect, incidental, or consequential damages, even if we have been told of the possibility of such damages.

We may update these terms at any time by changing the version posted on this page. Your continued use of the site after changes are made means you accept the new terms.

All investing involves risk, including the possible loss of principal. Diversification and asset allocation do not guarantee a profit or protect against loss. Past performance is no guarantee of future results.

The examples and illustrations on this site are hypothetical and for educational purposes only. They do not reflect the performance of any actual investments or accounts.

This site does not provide tax advice or legal advice. Before making decisions about your finances or estate, speak with a tax professional or attorney about how these matters apply to you.

As of 10/5/2026, EP Wealth Advisors, LLC serves 390,000 clients and manages $6.8 billion in client assets. Client and asset figures shown elsewhere on this site reflect this date.

Asking about our services through this site is free. Requesting information about what we offer does not establish a client relationship and creates no obligation on either side.

EP Wealth Advisors, LLC provides advisory services only in states where we are able to do so under applicable law.