Just as helping clients anticipate and prepare for developments in their lives is a fundamental part of the financial advisor’s role, so is preparing for future developments in your advisory firm itself.
Whether your priority is to enable your own retirement or reduced involvement, or to energize your firm with fresh resources for growth in the interim, EP Wealth Advisors® can help you develop a succession plan intended to serve your clients’ best interests—as well as your own.
For financial advisors as well as their clients, selling a financial planning practice can bring benefits that can include enhanced services, technology and added expertise, as well as seamless continuation of client relationships in which many years may have been invested.
My father and I reached a point where we wanted different things with Moore Financial Group. He wanted to retire, and I was looking for the back office support that would free me to focus on my clients and developing my craft as a Financial Advisor. I worked with EP Wealth Advisors on the transition and what I found most valuable were the depth of tools and training available. We have Advisor Tuesdays so we can connect across all peers, we have the investment team giving weekly advisor calls, the financial planning team doing monthly trainings, and marketing materials to support the communications with clients and prospects.
- Jon Moore, Regional Director, Denver
EP Wealth Advisors, through its own scale and experience, as well as the resources provided through the minority, equity-only interest held by Wealth Partners Capital Group, provides the resources and capabilities that offer peace of mind for you. Led by principals Brian Parker, Patrick Goshtigian and Derek Holman, the EP Wealth Advisors team offers:
Your dialogue with us will start a discovery period which serves to: Share firm information and determine whether the sale is a good fit from both a cultural and a business perspective
Following a discussion, we reach an agreement based on value structure, timing, and process.
Our Transition Team meets with you to ensure the smoothest possible client onboarding through client communications, documentation, press releases, and web transition.
We ask questions and get to know your support team to help transition clients to our operational, reporting, financial planning, and investment platforms
We help you transition your team and your clients to EP Wealth Advisors. Then we proceed with your plans, whether they include immediate retirement or continuing involvement in a selective role with the firm
We wanted to find a place that truly cared about clients as well as a retirement offramp for Marilyn, my business partner at the time. After meeting with the team at EP Wealth, we created a plan that included a transition. Marilyn is now happily retired, and I'm grateful to focus my time helping clients.
- Lynn Ballou, Senior Vice President, Lafayette
We are looking forward to hearing from you about your goals and your practice.
Abbas Heydari, CFP®
NewFocus Financial Group
The Insight Group and Financial Insight Center
International Research and Asset Management
Personal Financial Consultants
Donnelly Wealth Advisors
Conlon Dart Wealth Management
Moore Financial Group
Ballou Plum Wealth Advisors