EP Wealth Enhances Core Business Units and Suite of Services for Clients

    

Addition of key personnel increases support for advisors and clients and will foster continued growth

 

TORRANCE, Calif. — July 15, 2020 EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser that specializes in client-centric financial planning and investment management services, is bolstering key offerings and adding talent to support its advisors and clients. The firm has promoted Stephanie Richman, CFP®, to Regional Director in the firm’s Northern California/East Bay region, while adding Matthew Crow as Director of Wealth Advisory, Therese Tippie, CPA, as Tax Manager and Financial Planner, and Kathy Costas, CDFA®, as Vice President.

The personnel additions are a core component to advancing EP Wealth’s suite of services. Each of the newly appointed team members will support EP Wealth’s forward-looking strategy in a variety of ways, including:

Continued focus on organic and inorganic growth.

Richman will facilitate a superior level of client service and develop and oversee cohesive teams in EP Wealth’s Northern California region. She is responsible for extending EP Wealth’s growth strategy by recruiting advisors who mirror the firm’s client-focused and relationship-based philosophy. She joined the firm’s Lafayette, California, office in June 2019. Prior to her time at EP Wealth, Richman held various roles in the financial services industry in the U.S. and abroad, spending over two decades with Fidelity Investments.

Support for advisor career development and education.

Crow brings extensive expertise in developing close relationships with financial advisors to his role as Director of Wealth Advisory. He will leverage this experience to build EP Wealth’s internal training initiatives to help advisors grow within the firm. The initiatives will emphasize industry best practices and career development while promoting a superior client experience and customized client-focused solutions. Crow joins EP Wealth’s Torrance, California, office.

Bolstering EP Wealth’s comprehensive tax services for clients.

Tippie joins the firm’s Torrance office on EP Wealth’s tax and estate planning team. She assumes responsibility for developing and managing EP Wealth’s comprehensive tax services for clients, including federal and state tax preparation, tax projections and analysis. Tippie will also support the firm’s advisors and financial planning team with strategic tax planning. She brings over 10 years of accounting experience to her role.


Enhancing the team’s specialization in divorce financial planning.


In its West Los Angeles office, EP Wealth adds Costas, who joins as Vice President and adds to the firm’s bench of divorce planning specialists. As one of several members of the firm to earn the Certified Divorce Financial Analyst® designation, her expertise will complement EP Wealth’s existing services. Costas will also work closely with EP Wealth clients and the financial planning and investment management teams to develop customized and goals-based planning solutions for high-net-worth individuals.

“Our commitment to our team and clients has been a core driver in our success and growth, and we’ve been fortunate to find the right professionals who embody this spirit,” said EP Wealth President and CEO Patrick Goshtigian, CFA. “Stephanie, Matthew, Therese and Kathy are great examples of this philosophy, and we believe they will be instrumental in driving our continued success in their new roles.”

EP Wealth has achieved sustained growth organically and inorganically in the last two years, completing eight acquisitions and expanding to three new locations. The firm has also added to its financial planning and investment management expertise, nurturing its industry presence, enabling deeper conversations with clients and allowing the firm to meet heightened demand for its offerings.

 

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with additional offices in the San Francisco Bay area, San Diego, West Los Angeles and Irvine, Calif., Seattle, Phoenix, Denver, the Chicago region and Dallas. The firm manages more than $7 billion in AUM as of June 30, 2020, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.

 

Media Contacts

Sandy McKenzie

Gregory FCA for EP Wealth

EP@GregoryFCA.com

610-228-2147

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