EP Wealth Advisors Acquires Warren Financial Services & Associates

This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year

EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with Warren Financial Services & Associates. Warren Financial is EP’s first partnership in Pennsylvania and second on the east coast, following a Boston area acquisition announced in the third quarter.

“Randy and his team share EP Wealth’s focus on and commitment to working with clients on a plan for a future of financial health in all economic climates. We are excited to partner with the Warren Financial team and bring our services to the Greater Philadelphia Area.”

Warren Financial provides purpose-driven and comprehensive financial planning and investment management services for high-net-worth individuals and families, business owners and entrepreneurs. The firm is led by founder and Chief Compliance Officer Randall Warren, who will assume the role of Senior Vice President/Partner at EP Wealth. In addition to Warren, four advisors and four support team members will also join EP.

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“Amid rapidly changing economic conditions, investors are looking for a personalized approach from advisors that is built on significant resources, tools and solutions,” said Patrick Goshtigian, CFA, CEO of EP Wealth. “Randy and his team share EP Wealth’s focus on and commitment to working with clients on a plan for a future of financial health in all economic climates. We are excited to partner with the Warren Financial team and bring our services to the Greater Philadelphia Area.”

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EP Wealth has achieved consistent and strategic growth over the last five years, and this acquisition marks its 25^th partnership in that period. Since taking a minority investment from Wealth Partners Capital Group (“WPCG”) in July 2017, EP Wealth has partnered with firms in California, Washington, Colorado, Arizona, Illinois, Texas, Utah and Massachusetts. Most recently, EP expanded to the east coast with its acquisition of Minot Wealth Management (Westwood, Massachusetts) in Sept. 2022. The firm continues to experience double-digit, organic growth year-over-year while expanding capabilities and resources through the addition of outstanding talent.

“EP Wealth has clearly demonstrated a commitment to clients, and that became even more defined during our discussions,” said Warren. “The additional depth and breadth of resources and services will allow us to focus on and enhance our client services and broaden our reach. We look forward to a bright future as part of the EP Wealth team.”