Jeff Holben

Vice President, Advisor, Partner

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Jeff helps clients pursue goals through objective, goals-based planning and prudent portfolio management. He emphasizes capital preservation, risk control, and steady progress, partnering closely with families to align strategies with life priorities.
He founded and led his own advisory firm before joining EP Wealth and previously held senior finance roles overseeing cash management, accounting, HR, IT, and M&A. He earned a B.S.B.A. in Finance from the University of Denver and an M.B.A. with High Honors from the University of Notre Dame.
His approach is conservative, disciplined, and transparent. He simplifies complex decisions and builds practical, repeatable plans, believing consistency and clear communication build long-term confidence.
He enjoys time outdoors with his wife and two sons. Weekends often include golf, reading, and watching football and soccer.