The partnership deepens EP Wealth’s presence in Silicon Valley and adds over $900 million in assets under management TORRANCE, Calif.–(BUSINESS WIRE)–EP Wealth Advisors (“EP Wealth”), a fee-only registered investment advisor (RIA), today announced its partnership…
Torrance, CA – EP Wealth Advisors has announced the acquisition of LongView Asset Management (https://longviewasset.com/). According to the company announcement, EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over…
Torrance, California – EP Wealth Advisors has announced the acquisition of Capital Insight Partners (http://www.capitalinsightpartners.com/). According to the company announcement EP Wealth Advisors, LLC is a prominent fee-only registered investment advisor and financial planning firm…
Torrance, California – EP Wealth Advisors has announced the acquisition of Clearview Wealth Advisors (https://www.cwa2020.com/). According to the company announcement EP Wealth Advisors is a prominent fee-only registered investment advisor and financial planning firm, boasting…