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Articles published by EP Wealth Advisors, LLC

EP Wealth Advisors Establishes New Presence with the Acquisition of Peninsula Wealth, LLC
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors Expands Presence in Colorado with the Acquisition of Denver-Based The Holben Group, LLC
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC
From EP Wealth Advisors, LLC
Via Business Wire
Veteran RIA and Financial Services Leader Jorge Bernal Joins EP Wealth As Chief Operating Officer
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors Announces Appointment of Experienced Leader Megan Glover as Chief People Officer
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors Announces Acquisition of Dallas-Based Sloan Investment Management, LLC
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Expands in Pennsylvania with Acquisition of Lehman & DeRafelo Financial Resources, LLC
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Launches New Scholarship Promoting Diversity in Financial Services
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Increases Presence in New England Through Partnership with Massachusetts-Based Resolute Financial, LLC
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Continues East Coast Expansion Through Partnership with Maine-Based Cribstone Capital
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Acquires Warren Financial Services & Associates
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Acquires Minot Wealth Management
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Acquires Vantage Advisors, LLC
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Acquires Coulston Financial Services
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Acquires Klein Financial Advisors, Inc.
From EP Wealth Advisors, LLC
Via Business Wire
CORRECTING and REPLACING EP Wealth Advisors Partners With Seattle-Area Firm
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors Partners With Seattle-Area Firm
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Acquires Northern California-based Firm
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors Partners with Sound Financial Planning Inc.
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors Acquires Homewood Capital Management
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Advisors® Sets Stage for Accelerated Growth
From EP Wealth Advisors, LLC
Via Business Wire
EP Wealth Supports Growing Client Base With Strategic Promotions
From EP Wealth Advisors, LLC
Via Business Wire
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