
EP Wealth is an entrepreneurial firm founded by two childhood friends. It has become one of the country’s largest wealth management firms, headquartered on the West Coast.
$31B
Client Assets (AUA)
38%
Compound Annual Growth Rate*
500+
Professionals & Staff
Mergers & Acquisitions
EP Wealth focuses on both advisor succession plans and providing advisors with tools and resources to fuel growth.
Leadership

Leadership
“We want to help more and more people meet their financial goals and live a better life. We believe we can achieve this by providing capital and infrastructure to those advisors who share our commitment to client service. The size and scale of our ongoing investments in the firm make EP a better place for our partner-advisors to advise clients and grow their business.”
– Ryan Parker, Patrick Goshtigian,
Brian Parker and Derek Holman
Principals
Core Client Offerings

Holistic Financial Planning
Top tier personal, business, real estate, charitable, divorce and retirement planning

Strategic Portfolio Diversification
Thoughtful investment approach with customized goal-oriented portfolios

Tax Strategies & Income Tax Preparation
Focus on tax efficiency in portfolio management, with the option of using an EP tax advisor to prepare and file tax returns
Locations
Accolades
News & Press
February 13, 2025
Get In Touch
Sean McAloon
Director
sean.mcaloon@wealthpcg.com
Phone
561-838-7232


More From EP
EP can help structure a go-forward plan for your business to best serve the needs of both you and your clients. For more information: