EP Wealth Advisors Acquires Harris Monetary Advisors, Inc. | Company & Finance

Pamela G. Knowles

TORRANCE, Calif.–(Business enterprise WIRE)–Nov 18, 2020–

EP Wealth Advisors, LLC (“EP Wealth”), a main impartial registered expense adviser that specializes in customer-centric financial setting up and expenditure management services, declared its acquisition of Harris Financial Advisors, Inc. (“Harris Financial”). The acquisition amplifies EP Wealth’s presence at its headquarters in Torrance, Calif., as well as its expertise in financial investment and money scheduling.

Found in Torrance, Harris Financial has supported its clientele via sophisticated expense management and money planning expert services for around 28 yrs. The company has exhibited a robust commitment and dedication to clientele and their economic aspirations in the course of this time. Mary Harris, founder of Harris Fiscal, and the total Harris Fiscal group will be a part of EP Wealth. Mary will think the function of Senior Wealth Advisor.

“For approximately 3 decades, Harris Money has been a trusted wealth management agency in the Torrance area, and with an unwavering devotion to shoppers, they are a welcome addition to our workforce,” reported Patrick Goshtigian, CFA, President and CEO of EP Prosperity. “The partnership enables us to maximize our existence in the South Bay, Torrance and the Palos Verdes Peninsula, and we will continue on to construct on the have faith in and recognition we have proven there.”

“In partnering with EP Prosperity, we are strategically furthering our dedication to our clients,” stated Harris. “EP Wealth’s vast-ranging resources and extensive skills in financial investment and financial administration will incorporate price, supporting us as we work towards achieving our clients’ financial goals.”

The acquisition marks the 13th transaction in a period of strategic growth for EP Wealth. Due to the fact taking a minority investment decision from Prosperity Associates Cash Group (“WPCG”) in July 2017, EP Prosperity has accomplished acquisitions in California, Washington, Colorado, Arizona, Illinois, Texas and Utah. Most not too long ago, the agency expanded its presence into Salt Lake Metropolis and Logan, Utah, with the acquisition of The Insight Group and Monetary Insight Middle.

The transaction will improve EP Wealth’s assets underneath management by about $490 million and incorporate in excess of 390 new clientele to its roster. The acquisition closed on November 13, 2020. Economical and authorized terms of the offer will not be disclosed.

EP Prosperity Advisors, LLC (“EP Wealth”) is a cost-only registered investment adviser and economic scheduling firm based mostly in Torrance, California, with extra workplaces in the San Francisco Bay place, San Diego, West Los Angeles and Irvine, California, Salt Lake Town and Logan, Utah, Seattle, Phoenix, Denver, Dallas and the Chicago location. The business manages over $9 billion in AUM as of Oct 31, 2020, and presents client-centric fiscal setting up and expenditure administration providers to individuals and businesses. EP Prosperity is led by co-founders and Handling Directors Derek Holman, CFP ®, AIF ®, and Brian Parker, CFP ®, and President and CEO Patrick Goshtigian, CFA ®. For a lot more facts, please go to www.epwealth.com.

About Wealth Partners Money Group

Wealth Associates Cash Team (“WPCG”) is a money services keeping company, which has partnered with EP Prosperity Advisors (“EP Wealth”). WPCG assists EP Prosperity by identifying and integrating like-minded registered expense advisers who are trying to get obtain to expanded organization abilities, strategic development and tailored transition solutions. The WPCG management staff is led by partners John W. Copeland, Wealthy Gill and Sean Bresnan. For much more data, make sure you take a look at www.wealthpcg.com.

Gregory FCA for EP Wealth


Marketplace Key word: Experienced Expert services FINANCE

Supply: EP Wealth Advisors

Copyright Business enterprise Wire 2020.

PUB: 11/18/2020 11:30 AM/DISC: 11/18/2020 11:31 AM

Copyright Enterprise Wire 2020.

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