EP Wealth Advisors Expanding in Southern California

LOS ANGELES, Oct. 15, 2013 /PRNewswire-iReach/ -- EP Wealth Advisors (EPWA), a fee-based financial planning and investment management firm with $1.4 billion in assets under management, as of June 30, 2013, announced it has retained Calif.-based Advice Dynamics Partners (ADP) to help identify acquisition candidates, and to manage and structure deals. "We have been focused on growth for the past couple of years, successfully adding several advisors and expanding into San Diego and Orange County," said Patrick Goshtigian, president of EP Wealth Advisors. "Now the time is right to ramp up our efforts through acquisitions of like-minded firms."

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Advice Dynamics Partners (ADP) is an industry-leading consultancy focused on mergers, acquisitions and succession planning solutions for middle market wealth advisors. With extensive transaction experience, a proven methodology and a vast network of contacts, ADP will help EP Wealth Advisors to amplify their growth through carefully selected, right-fit acquisitions.

Goshtigian, who joined EPWA in 2011, has focused on streamlining operations and institutionalizing the business in order to ensure scalability for the expected expansion. "EPWA is extremely well-positioned for growth through acquisition," said ADP CEO David Selig. "Our goal is to find the right firms in southern California, including those that may be seeking succession strategies, and facilitate the transactions in a way that ensures lasting success for both parties."

About EP Wealth Advisors

EP Wealth Advisors is a fee-based Registered Investment Advisory firm located in Torrance, Calif. The firm provides financial planning, wealth management and investment management services to a wide range of clients.  The company was formed in 2004, with the merger of Premier Financial Management, founded in 1999 by EPWA Managing Directors Brian Parker and Derek Holman, and Enright Financial Consultants, founded in 1982. EPWA was listed among the Top RIA Firms in 2012 by Financial Advisor magazine and AdvisorOne. For more information, visit www.epwealth.com

About Advice Dynamics Partners

Advice Dynamics Partners is a full-service mergers & acquisitions consultancy serving middle market financial advisory firms seeking to sell, to merge, or to grow through acquisition.   The company was founded in 2008.  ADP's clients benefit from our collective experience and strength in M&A advisory, strategic consulting, private equity, succession planning, and in managing complex transactions. On the Web at: www.advicedynamicspartners.com.

Media Contact:Leslie Swid, Impact Communications, 913-649-5009, leslieswid@impactcommunications.org

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SOURCE EP Wealth Advisors