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

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