Announced

Completed

EP Wealth Advisor completed the acquisition of Peninsula Wealth.

Synopsis

EP Wealth Advisor, a fee-only registered investment adviser with a growing national footprint, completed the acquisition of Peninsula Wealth, a US-based independent wealth management firm that provides financial planning and investment management services. Financial terms were not disclosed. "At EP Wealth Advisors, we are always looking for firms that share our client-first philosophy and commitment to personalized financial planning. Peninsula Wealth has built strong relationships with its clients, and we’re excited to expand the resources available to them while preserving the high level of service they expect," Ryan Parker, EP Wealth CEO.

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