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Articles published by EP Wealth Advisors, LLC

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