EP Wealth Advisors, a fee-only registered investment adviser, has acquired Gather Financial Planning in Maine and Riley Private Client in Texas. Financial terms of the deals were not disclosed.
These new firms, which join existing EP regions, will gain access to EP Wealth’s offerings and growth strategies while adding more than $240 million to EP Wealth’s assets under management.
“In addition to the 15,000 clients we are serving today, we see an opportunity to serve even more families across the country while staying true to our mission of enriching lives through guidance in achieving their financial goals,” said Ryan Parker, CEO of EP Wealth. “Partnerships with firms like Gather Financial and Riley Private Client enable us to extend our reach, offering clients the personalized attention of a boutique firm while benefiting from the resources and capabilities of the larger organization EP has built.”
Gather Financial Planning, with offices in Bangor a