Millie Capital Management LLC Merges with the EP Wealth Advisors Family

The deep bench of financial advisory talent at EP Wealth Advisors recently became even deeper with the new partnership with Millie Capital Management LLC (MCM), an independent registered investment advisory firm with offices in Reno, NV and Walnut Creek, CA.

EP Wealth is delighted to welcome to our growing family Ross Millie, who founded MCM in 1991, and his team. EP Wealth’s President and CEO, Patrick Goshtigian, CFA, observes that the union is an excellent match because “Ross’s fiduciary mindset and his commitment to mitigating risk while promoting client success complements our approach to doing business.”

Ross Millie chose to combine his firm with EP Wealth for several reasons. He and Monica van Eck, who joins the EP Wealth Financial Planning team, both sought more time with clients by turning over administrative tasks to EP Wealth’s dedicated Operations team. In addition, EP Wealth’s 60+ employees and management of more than $3 billion in assets as of December 31, 2017 give MCM clients access to a broader range of expertise and exceptional stability for contingency-planning purposes.

“I was most attracted to EP Wealth’s investment philosophy and dedication to achieving consistent returns for their clients,” Millie explains. “I am excited to offer my clients exposure to this expertise and gain further leverage through EP Wealth’s customized and individualized approach to financial planning.”

MCM’s current Walnut Creek, CA and Reno, NV offices will continue to serve clients. Portfolios will be accessible online through secure links below.

The combination of MCM’s talented staff and EP Wealth’s diverse and experienced team is a win-win-win opportunity for both organizations as well as their clients.

 

For Clients:

Access to Reporting Portal here.

ABOUT THE AUTHOR

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.

See all articles by

OTHER RECENT ARTICLES: