EP Wealth Advisors Acquires Donnelly Wealth Advisors, Inc.

by Wealth Partners Capital Group | Jun 4, 2018 | EP

EP Wealth Advisors Adds Chief Financial Officer, Promotes Head of Advisor Development

by SHER | May 22, 2018 | EP

EP Wealth Advisors Names Patrick G. Goshtigian as CEO

by SHER | May 7, 2018 | EP

EP Wealth Advisors Acquires Millie Capital Management LLC

by Wealth Partners Capital Group | Feb 12, 2018 | EP

Childhood buddies manage billions at EP Wealth Advisors

by Wealth Partners Capital Group | Aug 3, 2017 | EP

EP Wealth Advisors Partners With Wealth Partners Capital Group to Meet Growing Investor and Advisor Demand for Highly Personalized Wealth Management

by Wealth Partners Capital Group | Jul 10, 2017 | EP