EP Wealth Advisors completed the acquisition of Executive Wealth Management.

EP Wealth Advisors, a fee-only registered investment adviser, completed the acquisition of Executive Wealth Management, a financial planner. Financial terms were not disclosed. “For nearly 40 years, EWM has provided clients with dedicated service and care while working towards financial goals together. When discussing the potential partnership, it was clear we share both a vision and commitment to enriching lives, so adding this team and their clients to the growing EP family is a natural fit,” Ryan Parker, EP Wealth CEO.