EP Wealth Advisors Acquires Pathlight Investors, LLC by Wealth Partners Capital Group | Jul 10, 2019 | EP
EP extends footprint with acquisition of $500 million RIA by Wealth Partners Capital Group | May 14, 2019 | EP
EP Wealth Advisors Acquires Conlon Dart Wealth Management by Wealth Partners Capital Group | May 8, 2019 | EP
EP Wealth Advisors Adds Lynn Ballou, Sherryl Ray and Erin Voisin as Partners by Wealth Partners Capital Group | Mar 21, 2019 | EP