EP Wealth Advisors® Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC
EP Wealth Advisors ®, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, has announced its acquisition of Parker Advisory Group, LLC.
- EP Wealth Advisors ®, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, has announced its acquisition of Parker Advisory Group, LLC.
- Parker Advisory Group and its Founder and Principal Chad Parker will join EP Wealth, adding over $188 million to EP Wealth’s Assets Under Management (“AUM”).
- “Chad and Parker Advisory Group share EP Wealth’s commitment to providing a superior client experience while driving towards achieving established financial goals,” said EP Wealth’s Chief Executive Officer Ryan Parker.
- EP Wealth Advisor’s comprehensive suite of services augments Parker Advisory Group’s existing offering with estate and trust planning, enhanced compliance and much more.