EP Wealth logo-NEW-1
  • Why EP?
    • The EP Wealth Story
    • Awards
    • Press and News
    • Investing In Women
    • Financial Literacy Initiative
    • People We Help
    • EP Giving Tree
  • Services
    • Financial Planning
    • Investment Management
    • Tax Planning
    • Retirement Planning
    • Charitable Giving
    • Business Planning
    • Estate Planning
    • Life Transition Planning
    • Divorce Financial Planning
    • Financial Education
    • Financial Health Assessment
    • Portfolio Review
  • Our Team
  • Learn
    • Blog
    • Resources
    • Events and Webinars
    • Assessment: Do you even need a Financial Advisor
  • Personal Financial Website
    • Personal Website Login
    • e-Statements
  • Search
  • Contact An Advisor

    Financial News

    20 November 2020

    EP Wealth Advisors Acquires Harris Financial Advisors, Inc.

    Acquisition bolsters EP Wealth’s financial planning capabilities and extends its reach within the greater Torrance, California area.


    TORRANCE, Calif. – Nov. 18, 2020 – EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser that specializes in client-centric financial planning and investment management services, announced 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 investment and financial planning.

    Located in Torrance, Harris Financial has supported its clients through advanced investment management and financial planning services for over 28 years. The firm has exhibited a strong commitment and dedication to clients and their financial aspirations throughout this time. Mary Harris, founder of Harris Financial, and the entire Harris Financial team will join EP Wealth. Mary will assume the role of Senior Wealth Advisor.

    “For nearly three decades, Harris Financial has been a trusted wealth management firm in the Torrance region, and with an unwavering dedication to clients, they are a welcome addition to our team,” said Patrick Goshtigian, CFA, President and CEO of EP Wealth. “The partnership enables us to increase our presence in the South Bay, Torrance and the Palos Verdes Peninsula, and we will continue to build on the trust and recognition we’ve established there.”

    “In partnering with EP Wealth, we are strategically furthering our commitment to our clients,” said Harris. “EP Wealth’s wide-ranging resources and comprehensive expertise in investment and financial management will add value, supporting us as we work toward achieving our clients’ financial goals.”

    The acquisition marks the 13th transaction in a period of strategic growth for EP Wealth. 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. Most recently, the firm expanded its presence into Salt Lake City and Logan, Utah, with the acquisition of The Insight Group and Financial Insight Center.

    The transaction will increase EP Wealth’s assets under management by over $535 million and add over 390 new clients to its roster. The acquisition closed on November 13, 2020. Financial and legal terms of the deal will not be disclosed.

     

    About EP Wealth Advisors

    EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, California, with additional offices in the San Francisco Bay area, San Diego, West Los Angeles and Irvine, California, Salt Lake City and Logan, Utah, Seattle, Phoenix, Denver, Dallas and the Chicago region. The firm manages over $9 billion in AUM as of October 31, 2020, 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.

     

    Media Contact
    Marissa Foy Comerford

    Gregory FCA for EP Wealth

    EP@GregoryFCA.com

    610-228-2104

    Share on Facebook Share on LinkedIn Share on Twitter Share on Pinterest
    EP Wealth Advisors

    Wealth Management Tips and News for all People

    Subscribe for Blog updates

    Editor's Picks

    Trending Topics

    • Markets and Investing (145)
    • Financial News (89)
    • Personal Finance (76)
    • video (68)
    • Financial Education (42)
    • Financial Planning (37)
    • Retirement Planning (33)
    • Editors' Picks (29)
    • Wealth Management (20)
    • Investing in Women (10)
    • Tax Planning (10)
    • Estate Planning (9)
    • Financial Planning for Small Business Owners (9)
    • Business Planning (7)
    • Invest in What's Important (7)
    • Article (1)
    • Cybersecurity (1)
    • Estate Planning Attorney (1)
    • Estate Planning Checklist (1)
    • college planning (1)
    • divorce financial planning (1)
    See all

    About The Author

    EP Wealth Advisors

    The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.

    RetirementGuideButton-Horiz

    Subscribe to our newsletter

    Wealth management tips and news for all people

    Subscribe Here!

    © 2023 EP Wealth Advisors®
    • Privacy Policy
    • Careers
    • Disclosures
    • Form CRS
    • Form ADV Part 2A
    • Advisor Succession