EP Wealth Advisors® Expands in Pennsylvania with Acquisition of Lehman & DeRafelo Financial Resources, LLC

by Wealth Partners Capital Group | Apr 5, 2023 | EP

EP Wealth Advisors® Increases Presence in New England Through Partnership with Massachusetts-Based Resolute Financial, LLC

by Wealth Partners Capital Group | Feb 22, 2023 | EP

EP Wealth Advisors® Continues East Coast Expansion Through Partnership with Maine-Based Cribstone Capital

by Wealth Partners Capital Group | Jan 4, 2023 | EP

EP Wealth Advisors® Acquires Warren Financial Services & Associates

by Wealth Partners Capital Group | Dec 1, 2022 | EP

EP Wealth Advisors® Acquires Minot Wealth Management

by Wealth Partners Capital Group | Sep 27, 2022 | EP

EP Wealth Advisors® Acquires Vantage Advisors, LLC

by Wealth Partners Capital Group | May 3, 2022 | EP