Announced

Completed

EP Wealth Advisors completed the acquisition of AlphaMark Advisors.

Synopsis

EP Wealth Advisors, a fee-only registered investment adviser, completed the acquisition of AlphaMark Advisors, a respected wealth management firm based in Fort Wright, Kentucky. Financial terms were not disclosed. This strategic expansion strengthens EP Wealth’s presence in the Midwest, bringing the firm’s comprehensive, client-first services to more individuals and families in the Greater Cincinnati area.

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