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EP Wealth Advisors Acquires Caves & Associates, Inc.

EP Wealth Advisors Acquires Caves & Associates, Inc.

Posted on September 11, 2018

$191M AUM Manhattan Beach firm expands EP Wealth’s financial planning expertise TORRANCE, Calif. – Sept. 11, 2018 – EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) that specializes in client-centric financial planning and investment management services, announced its acquisition of Caves & Associates, Inc. Based in Manhattan Beach, Calif., Caves… Read more »

San Diego Business Journal: “Active M&A Scene Finds Good Target in Local RIA”

Posted on June 13, 2018

When I help my clients I don’t just look at numbers, I ask them how they want to live their life. For myself, I started to consider what I wanted my life to look like. I knew wanted to keep working with my clients, but I also wanted a succession plan. Sarah de Crescenzo of… Read more »

Financial Adivsor IQ: “What Advisors Mean When They Talk About Culture”

Posted on June 6, 2018

Before we merged with EP Wealth Advisors, our team thought about how the values and our culture at Donnelly Wealth Advisors would align, and how happy we were to find EP Wealth Advisors. Thomas Coyle of Financial Advisor IQ interviewed me in his article, “What M&A Partners Talk About When They Talk About ‘Culture’” where… Read more »

Financial Advisor IQ: “Four Steps to Ensure a Smooth Acquisition for Your Firm”

Posted on April 19, 2018

I have been fortunate enough to see EP Wealth Advisors grow into a large firm with many colleagues, some of whom have joined our team through acquisition. For those advisors, they had to evaluate their business and decide what was the best path forward for their clients, employees, and them. Having played a role in… Read more »

What is Succession Planning: Everything You Need to Know

Posted on May 22, 2017

It takes a forward-looking individual to launch and build a small business—someone with a rock-solid commitment to investing time and money in an organization based on its potential for future rewards. So it’s a bit ironic that, according to the Small Business Administration, only 30 percent of small-business owners have done any succession planning, let… Read more »