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

EP Wealth Advisors Establishes New Presence with the Acquisition of Peninsula Wealth, LLC

by Katie Copeland | Apr 2, 2025 | EP

EP Wealth Advisors Expands Presence in Colorado with the Acquisition of Denver-Based The Holben Group, LLC

by Katie Copeland | Mar 5, 2025 | EP

EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC

by Katie Copeland | Feb 13, 2025 | EP

EP Wealth Advisors Expands National Presence Through Acquisition of Executive Wealth Management, LLC

by Katie Copeland | Jan 7, 2025 | EP