EP Wealth Advisors
EP Wealth Advisors, Inc. is an employee-owned investment management firm based in Torrance, California, with additional offices in several major cities. Founded in 1985, the firm primarily serves high net worth individuals but also provides services to charitable organizations, trusts, estates, corporations, and pension plans. EP Wealth Advisors offers a comprehensive range of financial services, including investment advisory, financial planning, and wealth management. The firm invests in public equity, fixed income, and alternative markets globally, focusing on various sectors such as staples, energy, financials, healthcare, and real estate. Its fixed income portfolio encompasses investment-grade corporate securities, mortgage-backed securities, and municipal fixed income. Employing a blend of technical and fundamental analysis, the firm develops customized investment strategies to meet clients’ specific goals while managing risk. EP Wealth Advisors emphasizes the use of both in-house and external research to enhance its investment decision-making process.
Top Stages
Past deals in Asset Management
Executive Wealth Management
Acquisition in 2025
Executive Wealth Management, LLC is an employee-owned investment advisory firm based in Brighton, Michigan, with additional offices in several nearby cities. The firm specializes in providing wealth management and advisory services to a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, government entities, corporations, and estates. Executive Wealth Management focuses on investment management, financial and retirement planning, taxes, and legal services, ensuring that clients' investments are managed with professional discipline and sound principles. By employing a combination of fundamental and technical analysis, the firm aims to achieve and sustain its clients' wealth through strategic investments in public equity and fixed income markets.
Foothills Financial Planning
Acquisition in 2023
Foothills Financial Planning is a fee-only financial planning and investment management consultancy based in Phoenix, Arizona. The firm specializes in providing a comprehensive suite of services, including investment analysis, asset allocation, portfolio management, risk management, retirement planning, and estate planning. By focusing on personalized financial strategies, Foothills Financial Planning aims to assist clients in making informed decisions that align with their individual goals and interests.
Resolute Financial George
Acquisition in 2023
Resolute Financial is an investment management firm that specializes in providing comprehensive financial planning and advisory services for a fixed fee. The company focuses on addressing a wide range of financial questions and challenges faced by clients, offering long-term financial planning that includes retirement, tax, estate, and education planning. By aligning financial strategies with individual circumstances, Resolute Financial aims to enhance client success through informed decision-making.
NewFocus Financial Group
Acquisition in 2021
NewFocus Financial Group is an independent, fee-based Registered Investment Advisory firm that focuses on delivering comprehensive financial planning and investment management services. The company serves a diverse clientele, including wealthy individuals and families, business owners, trusts, and retirement and pension plans. NewFocus Financial Group is dedicated to assisting clients in building, maintaining, and preserving their wealth through tailored financial strategies and expert guidance.
Personal Financial Consultants
Acquisition in 2019
Personal Financial Consultants, Inc. is an independent fee-only financial planning and investment management firm based in Lafayette, California. Acquired by EP Wealth Advisors, Inc. in 2019, the firm specializes in creating holistic and comprehensive financial plans tailored to the unique needs of individuals and families. With a focus on personalized advisory services, Personal Financial Consultants provides clients with a range of financial planning and investment management solutions, ensuring that their financial goals are met through careful and strategic guidance.
Donnelly Wealth Advisors
Acquisition in 2018
Donnelly Wealth Advisors is an independent registered investment advisory firm founded by Richard “Rich” Donnelly in 1997. The firm specializes in providing a wide range of financial advisory services tailored to meet the unique needs of its clients. These services include financial life planning, investment analysis and management, retirement planning, cash flow analysis, budgeting, legacy and estate planning, tax planning, risk management, stock option analysis, insurance consultation, corporate benefits consulting, family business consulting, and employee benefit plan consulting. Donnelly Wealth Advisors emphasizes a holistic approach to wealth management, integrating clients' financial strategies with their broader life goals and objectives.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.