Beggars Can’t Be Choosers
Read MoreIn the News: Barron's Advisor Directory
on December 4, 2019
|
Financial News
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
|
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
|
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
|
Financial News
Recognition reflects firm’s growth due to dedicated M&A strategy and commitment to expanding resources and expertise
Read More