“Both Foothills and Marble share EP’s philosophy of developing lasting relationships with clients built on trust and a true understanding of their unique, individual needs,” said Ryan Parker, CEO of EP Wealth. “These teams join existing EP Wealth regions to strengthen bonds with their respective communities and the clients we serve. Their choice to join is based on their shared understanding that an advisor’s time should be spent doing what is most important, focusing on enriching the lives of clients.”
Phoenix-based Foothills Managing Member and Chief Compliance Officer, Kevin O’Reilly, CFP® will join EP Wealth as a senior vice president and Marble’s Harry Kirsch, CFA, will become a senior wealth advisor in the San Francisco Bay area. Both firms highlighted access to EP Wealth’s extensive suite of services and offerings as key to their decision to partner with the national firm.
“EP Wealth ‘s comprehensive services, technology and service were only a part of the reason we decided to move forward with the acquisition,” said O’Reilly. “The authentic connections and tailored approach to each client is what set EP Wealth apart, as it mirrors the approach delivered to our existing clients.”
“Transitions can be challenging on several levels, however with the myriad of transitions that EP Wealth has experienced, I am confident of a smooth integration,” said Kirsch. “That is why it was exciting to learn about the variety of services and expertise that will now be available to my clients through this partnership with EP.”
EP Wealth’s focus on expanding its capabilities, sourcing top-notch industry talent, and developing new partnerships highlights the firm’s ongoing commitment to enriching their clients’ financial lives. These two partnerships mark EP Wealth’s third and fourth acquisitions this year and the 28th and 29th acquisitions since taking a minority investment from Wealth Partners Capital Group in July 2017. As of October 2023, EP Wealth has grown to 32 offices in 12 states across the nation.
The Foothills and Marble Capital acquisitions will add over $191 million combined in assets under management. Financial and legal terms of the deal will not be disclosed.
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