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