EP Wealth Advisors Acquires Rampart Wealth Advisors
October 9, 2018
Acquisition of $118M AUM wealth management firm expands EP Wealth’s
presence in Denver
TORRANCE, Calif.–(BUSINESS WIRE)–EP
Wealth Advisors, LLC (“EP Wealth”), a leading independent registered
investment adviser (“RIA”) that specializes in client-centric financial
planning and investment management services, today announced its
acquisition of Rampart Wealth Advisors (“Rampart”), which will bolster
EP Wealth’s presence in the Denver area.
Based outside of Denver in Greenwood Village, Colo., Rampart is a
collaborative wealth management and financial planning firm born from a
merger between David B. Heinz, CFP® and Nicholas L. Hatfield, CFP®. The
firm boasts a combined six decades of experience of bringing clients
high-quality service with a focus on helping them meet their financial
goals. Heinz and Hatfield will both serve as Vice President and Wealth
Advisor at EP Wealth.
“We took great care in making this decision to partner with EP Wealth,
as our focus has always been on providing our clients with the
highest-quality experience,” said Heinz. “EP Wealth mirrors our culture
and commitment to clients, and through this combination, we are able to
establish a long-term legacy and continue to provide clients with the
best possible financial advice.”
“EP Wealth is focused on pursuing partnerships that will allow us to
expand our capabilities and resources to improve the client experience,
and we are excited to bring Rampart’s talent to our Denver office,” said
Patrick Goshtigian, CFA, President and CEO of EP Wealth. “Our
partnership with Rampart gives us the opportunity to help more clients
in the Denver area, and we’re looking forward to doing so with a firm
that aligns with our client-centric philosophy.”
Hatfield also commented: “As our firm grew, we devoted more time to
administrative and business tasks, but we quickly realized we needed
back-office support so we could spend more time with our clients. EP
Wealth’s extensive resources provide the support we need, and our
partnership will allow us to refocus our efforts on what’s important:
helping clients reach their financial life goals.”
This is EP Wealth’s fourth acquisition in 2018. The firm acquired Caves
& Associates, Inc. of Manhattan Beach, Calif., Donnelly Wealth Advisors
of San Diego, Calif. and Millie Capital Management of Walnut Creek,
Calif., earlier this year. Today’s transaction marks EP Wealth’s fourth
acquisition since partnering with Wealth Partners Capital Group
(“WPCG”), a financial services holding company, in July 2017.
The $118 million AUM acquisition closed on October 5, 2018 and will
enhance the firm’s comprehensive financial planning and investment
management expertise. Financial and legal terms of the deal will not be
disclosed.
About EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered
investment advisor and financial planning firm based in Torrance,
Calif., with additional offices in the San Francisco Bay area, San
Diego, West Los Angeles and Irvine, Calif., Seattle and Denver. The firm
manages over $4 billion in AUM as of July 31, 2018 and provides
client-centric financial planning and investment management services to
individuals and businesses. EP Wealth is led by co-founders and Managing
Directors Derek Holman, CFP®, AIF®, Brian Parker,
CFP® and President and CEO Patrick Goshtigian, CFA®.
For more information, please visit www.epwealth.com.
About Wealth Partners Capital Group
Wealth Partners Capital Group (“WPCG”) is a financial services holding
company, which has partnered with EP Wealth Advisors (“EP Wealth”). WPCG
enables EP Wealth to grow by identifying and integrating like-minded
registered investment advisers who are seeking access to expanded
business capabilities, strategic growth and customized transition
solutions. The WPCG management team is led by partners John W. Copeland,
Rich Gill and Sean Bresnan. For more information, please visit www.wealthpcg.com.
Contacts
Gregory FCA for EP Wealth
Marissa Foy Comerford, 610-228-2104
EP@GregoryFCA.com