Mary Harris, CFP®
After nearly 30 years of managing her own advisory firm, in 2020 Mary and her team merged with their larger Torrance neighbor, EP Wealth Advisor, LLC.
At EP Wealth, we believe that building and maintaining a written financial plan is often central to financial success. At the onset of a new relationship, our planning-first philosophy puts clients on the right path to achieve their goals. Retirement focused planning always includes income and estate tax reduction strategies.
As professional wealth managers, our clients benefit from the thinking of a robust investment team with decades of investment experience. With an investment philosophy around asset allocation, tax management and low cost, we manage trust portfolios, IRAs, Roth IRAs, profit sharing and 40lk portfolios to meet each client’s unique circumstances.
As an independent, fee-only RIA firm, EP Wealth Advisors serves in a fiduciary capacity, partnering with our clients and placing their interests ahead of our own. Our professional advisors hold either the CFP® or CFA designation.
EP Wealth is predominately a West Coast firm with 17 offices in 7 states and as of 10/31/20, manage over $9B in client assets. They have delivered personal advice and clear financial analysis in a confidential, friendly environment since 2004.