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EP Wealth Advisors® Acquires Minot Wealth Management

EP Wealth Advisors® Acquires Minot Wealth Management
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EP Wealth Acquires Minot

Minot is focused on providing financial and estate planning and portfolio development specifically tailored to fit client needs.

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EP Wealth Advisors® Acquires Vantage Advisors, LLC

EP Wealth Advisors® Acquires Vantage Advisors, LLC
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Stock Market | Daily Herald

Stock Market | Daily Herald
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EP Wealth Buys Klein Financial

The acquisition will increase EP Wealth's assets under management by over $118 million.

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