EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced its partnership with Menlo Park, Calif.-based Opes Wealth Management. The partnership adds specialized planning expertise and more than $900 million in assets under management (AUM).
Founded in 2005, Opes was built to combine real estate and wealth management expertise within a single firm, drawing on founder Mark Duvall’s background in West Coast real estate development. Erin Whalen later joined the firm and helped expand its investment management and financial planning capabilities. The team also has extensive experience serving technology professionals, including Apple and Google employees, throughout Silicon Valley. Opes built its business around a planning-first approach that closely aligns with EP Wealth’s philosophy.
Eight team members will join EP Wealth, with Duvall and Whalen serving as regional directors. The partnership will expand the team’s capabilities, create additio
