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

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

by Michelle Tierney | Apr 2, 2024 | EP

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

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

by Katie Copeland | Feb 6, 2024 | EP

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

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

EP Wealth Advisors® Strengthens Presence in California and Arizona Through Two New Acquisitions of  Foothills Financial Planning & Wealth Management, LLC and Marble Capital

EP Wealth Advisors® Strengthens Presence in California and Arizona Through Two New Acquisitions of Foothills Financial Planning & Wealth Management, LLC and Marble Capital

by Katie Copeland | Oct 11, 2023 | EP

EP Wealth Advisors® Announces CEO Transition to Continue Superior Client Service, Nationwide Expansion and Organic Growth

EP Wealth Advisors® Announces CEO Transition to Continue Superior Client Service, Nationwide Expansion and Organic Growth

by SHER | May 25, 2023 | EP

EP Wealth Advisors® Announces CEO Transition to Continue Superior Client Service, Nationwide Expansion and Organic Growth

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

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

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