EP Wealth Advisors Acquires CPIC International

Acquisition expands EP Wealth’s presence in the San Francisco Bay area and bolsters in-house investment management expertise

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EP Wealth Advisors Named to Inc. 5000 Fastest-Growing Private Companies List

Recognition reflects firm’s growth due to dedicated M&A strategy and commitment to expanding resources and expertise

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EP Wealth Acquires Personal Financial Consultants

Acquisition adds six professionals and strengthens EP Wealth’s presence in the greater San Francisco region

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EP Wealth Advisors Acquires Pathlight Investors, LLC

Acquisition Enables EP Wealth to Break Into Phoenix Market, Deepen Talent Pool

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On Standby:  Federal Reserve Positioning for Interest Rate Cut

Author: Adam Phillips

In 1735, Benjamin Franklin penned an article for The Pennsylvania Gazette in which he suggested “an ounce of prevention is worth a pound of cure,” meaning preparing today for a potential crisis is preferable to reactive measures taken after an event has already occurred.  Although the quote originally referred to fire safety in his adopted hometown of Philadelphia, the same rule could apply to monetary policy in 2019.   

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