OUR HISTORY

FROM HUMBLE BEGINNINGS

EP Wealth Advisors Puts Client Interests First

EP Wealth’s founding partners, Derek Holman and Brian Parker, have been best friends since the 6th grade. And they started their work lives together behind the counter at a San Diego frozen yogurt shop.

After college, they became successful financial advisors who came to share a dissatisfaction with a wealth management industry that seemed to put profits before people. In 1999, Brian and Derek joined forces to start Premier Financial Management, which later became EP Wealth Advisors, offering objective, conflict-free financial planning and investment advice with an understanding that each client is unique.

As fiduciaries, we create trusted relationships with our clients, supported by our wealth management services and amazing team members.

- Founding Partner, Derek Holman

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ONE EP WEALTH EMERGED

Comprehensive Wealth Management Centered on You and Your Family

Derek and Brian’s independent fiduciary model and personalized approach to wealth management turned out to be exactly what investors wanted. At EP Wealth Advisors, every client receives access to extensive planning and investment services typically reserved for families of extreme wealth. With this enduring focus, EP Wealth Advisors has grown to be one of the largest financial planning and investment advisory firms in the country, comprised of collaborative team members who share a commitment to excellence in everything they do.

No matter how big we get, we know it's all about helping one person at a time.

- Founding Partner, Brian Parker

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WE KEEP YOU INFORMED

Advice that Helps You Accomplish What Matters Most to You

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth, whether you’re providing for your family, building a business, or savoring your time in retirement.


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