Barron’s Magazine is viewed by many as a premier investment news source. And this year, Barron’s named EP Wealth Advisors to Barron’s 2019 Top 50 RIAs and included us in their Advisor Directory.
Read MoreIn the News: Yahoo! "Stocks Rise to Records..." with Adam Phillips
on December 3, 2019
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Financial News
Investors clamor not just for the latest information, but also the read on the market.
Read MoreEP Wealth Advisors Acquires CPIC International
on October 16, 2019
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Financial News
Acquisition expands EP Wealth’s presence in the San Francisco Bay area and bolsters in-house investment management expertise
Read MoreEP Wealth Advisors Named to Inc. 5000 Fastest-Growing Private Companies List
on September 10, 2019
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Financial News
Recognition reflects firm’s growth due to dedicated M&A strategy and commitment to expanding resources and expertise
Read MoreEP Wealth Acquires Personal Financial Consultants
on August 21, 2019
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Financial News
Acquisition adds six professionals and strengthens EP Wealth’s presence in the greater San Francisco region
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