EP Wealth Advisors® Sets Stage for Accelerated Growth

EP Wealth Advisors, LLC (EP Wealth), an independent registered investment adviser (RIA) on a mission to provide clients with personalized advice through integrated financial planning, investment management, tax and estate planning, has added Ryan Parker to the executive team as Chief Growth Officer.

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Thursday, August 12, 2021
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Finance, Professional Services, Other Professional Services, Small Business, Insurance, Financial Engineering News, Culture, RIA, CFA, AUM, CEO, Translation, EP, LLC, Parker, Organization, Growth, Leadership, WPCG, Citizens Bank, LPL Financial, Solution, Industry, Financial adviser, Management, EP Wealth Advisors, Wealth Partners Capital Group, EP WEALTH ADVISORS, WEALTH PARTNERS CAPITAL GROUP
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United States, California, UTAH, WASHINGTON, ARIZONA, SALT LAKE CITY, VANCOUVER, DALLAS, DENVER, SAN DIEGO, SAN MATEO, COLORADO, TORRANCE, ORANGE COUNTY, SAN FRANCISCO, CHICAGO, PORTLAND, TEXAS, ILLINOIS, SEATTLE, ORE, LOS ANGELES
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EP WEALTH ADVISORS, WEALTH PARTNERS CAPITAL GROUP
Summary
Key Points: 
  • EP Wealth Advisors, LLC (EP Wealth), an independent registered investment adviser (RIA) on a mission to provide clients with personalized advice through integrated financial planning, investment management, tax and estate planning, has added Ryan Parker to the executive team as Chief Growth Officer.
  • Before joining EP Wealth, Parker was President and CEO of Wealth Management for Citizens Bank and served as CEO of Edelman Financial Services through its merger with Financial Engines.
  • Complementing this activity, EP Wealth has experienced significant organic growth and eyes further expansion in the second half of 2021 and beyond.
  • Wealth Partners Capital Group (WPCG) is a financial services holding company, which has partnered with EP Wealth Advisors (EP Wealth).


EP Wealth Advisors, LLC (“EP Wealth”), an independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, tax and estate planning, has added Ryan Parker to the executive team as Chief Growth Officer. This is a new position for EP Wealth, which has rapidly grown in the number of clients it serves, as well as advisors, capabilities and geographic footprint, and surpassed $12.9 billion in assets under management as of June 30, 2021.

Parker has nearly 25 years of industry experience with a focus on supporting financial advisors in translating investors’ needs and objectives into high-quality advice, customized investment solutions and dynamic experiences, along with a track record of leading organizations through chapters of transformational change and scalable growth. Before joining EP Wealth, Parker was President and CEO of Wealth Management for Citizens Bank and served as CEO of Edelman Financial Services through its merger with Financial Engines. He was a Managing Director at LPL Financial and spent 15 years in asset management prior to shifting his focus to wealth management.

“EP Wealth’s growth is a direct result of our team’s dedication to our clients and our collective mission of delivering high quality service and customized solutions to meet their financial life goals,” said Patrick Goshtigian, CFA, President and CEO of EP Wealth. “We believe that Ryan’s leadership and proven success in elevating financial services firms and celebrating their growth objectives will add value to this mission. We are pleased to welcome him to the team.”

“The significant growth that EP has achieved over the past few years is a reflection of the firm’s strong culture and unwavering focus on its clients,” added Ryan Parker. “I am excited to collaborate with the team to unlock additional avenues for growth while investing in the people and capabilities needed to further enhance the experiences of our clients, industry partners and colleagues, which are the hallmarks of EP Wealth’s success.”

Parker’s contributions aim to further accelerate EP’s growth trajectory. Since taking a minority investment from Wealth Partners Capital Group (“WPCG”) in July 2017, EP Wealth has completed acquisitions in California, Washington, Colorado, Arizona, Illinois, Texas and Utah. To date in 2021, the firm acquired the business of Abbas Heydari, CPF®, a Torrance, Calif.-based advisor, and NewFocus Financial Group, a RIA with offices in Vancouver, Wash. and San Mateo, Calif. Complementing this activity, EP Wealth has experienced significant organic growth and eyes further expansion in the second half of 2021 and beyond.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with offices in the Los Angeles, Orange County, Calif., San Francisco, San Diego, Portland, Ore., Seattle, Phoenix, Denver, Salt Lake City, Dallas and Chicago. The firm manages more than $12.9 billion in AUM as of June 30, 2021, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.

About Wealth Partners Capital Group

Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which has partnered with EP Wealth Advisors (“EP Wealth”). WPCG assists EP Wealth by identifying and integrating like-minded registered investment advisers who are seeking access to expanded business capabilities, strategic growth and customized transition solutions. The WPCG management team is led by partners John W. Copeland, Rich Gill, and Sean Bresnan. For more information, please visit www.wealthpcg.com.

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