EP Wealth Advisors Adds Better Money Decisions

EP Wealth Advisors Onboards Buffington Mohr McNeal Team

June 10, 2025

Wealth Management

EP Wealth Advisors has entered a strategic partnership with Boise-based Buffington Mohr McNeal (BMM), onboarding the BMM team and approximately $900 million of AUM. Eleven BMM employees, including co-founders Carey McNeal and Bruce Mohr, will join EP Wealth as the firm expands its footprint in the Intermountain West; financial terms were not disclosed.

EP Wealth Advisors Acquires Executive Wealth Management

January 7, 2025

Wealth Management

EP Wealth Advisors has acquired Executive Wealth Management, adding approximately $1.6 billion in AUM and establishing EP Wealth's first offices in Michigan. The transaction, finalized in December 2024, brings nearly 50 EWM team members into EP Wealth and increases the firm's total AUM to over $31 billion.

EP Wealth Advisors Acquires Mindful Money

January 4, 2022

Financial Services

EP Wealth Advisors, a Torrance-based registered investment adviser, has acquired Berkeley-based Mindful Money, expanding EP Wealth's presence in the San Francisco Bay Area. The deal brings the Mindful Money team (including founder Jonathan DeYoe) into EP Wealth and increases EP Wealth's assets under management by more than $346 million.

EP Wealth Advisors Acquires Minot Wealth Management

September 27, 2022

Financial Services

EP Wealth Advisors, a Berkshire Partners-backed registered investment adviser based in Torrance, California, acquired Westwood, Massachusetts-based Minot Wealth Management, a fee-only RIA with approximately $1.1 billion AUM. The deal establishes EP Wealth's East Coast presence and brings Minot's leadership and staff into EP as part of the firm's ongoing national expansion (closed Sept. 23, 2022).

EP Wealth Advisors Adds NBS Financial Services to Expand Southern California Presence

April 29, 2025

Financial Services

EP Wealth Advisors has entered a strategic partnership to bring NBS Financial Services into its Westlake Village office, adding over $230 million in AUM. The move strengthens EP Wealth’s Southern California footprint and integrates NBS’s local advisory team into EP Wealth’s platform; financial terms were not disclosed.

EP Wealth Advisors Acquires Capital Insight Partners (Scottsdale team)

January 6, 2026

Financial Services

EP Wealth Advisors, a fee-only registered investment advisor, has partnered with Capital Insight Partners, a Scottsdale-based wealth management firm with over $730 million in AUM, and integrated the CIP advisory team into EP Wealth’s Arizona region. Nine members of the CIP team will join EP Wealth; CIP co-founder Susan Anastasiadis will join EP Wealth as Senior Vice President. Financial terms were not disclosed.