EP Wealth Advisors Announces Acquisition of Gather Financial Planning and Riley Private Client, LLC

by Katie Copeland | Nov 4, 2024 | EP

EP Wealth Advisors Continues National Expansion With Acquisition of Atlanta-Based CornerCap Investment Counsel

by Katie Copeland | Sep 17, 2024 | EP

EP Wealth Advisors Announces Acquisition of Dallas-Based Sloan Investment Management, LLC

by Katie Copeland | Jul 1, 2024 | EP

Nationwide RIA EP Wealth Advisors Builds on California Presence with Acquisition of Central Coasts’ Wacker Wealth Partners

by Michelle Tierney | Apr 2, 2024 | EP

EP Wealth Advisors® Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC

by Katie Copeland | Feb 6, 2024 | EP

EP Wealth Advisors® Adds Prolific Deal Maker Kyle Miller as Head of M&A, Boosts Berkshire to CAO and Bolsters Project Management Capabilities

by Katie Copeland | Nov 9, 2023 | EP