EP Wealth Advisors Adds to Southwest Presence Through Acquisition of Better Money Decisions by Katie Copeland | Aug 26, 2025 | EP
EP Wealth Advisors Expands Presence in Chicago Area with Acquisition of Rappaport Reiches Capital Management by Katie Copeland | Jul 22, 2025 | EP
EP Wealth Advisors Establishes Presence in Idaho with Acquisition of Buffington Mohr McNeal by Katie Copeland | Jun 5, 2025 | EP
EP Wealth Advisors Expands Southern California Presence with Acquisition of NBS Financial Services by Katie Copeland | Apr 29, 2025 | EP
EP Wealth Advisors Stakes New Territory with the Acquisition of AlphaMark Advisors by Katie Copeland | Apr 15, 2025 | EP