EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced its partnership with Capital Insight Partners (CIP), a Scottsdale, Ariz.–based wealth management firm with more than $730 million in assets under management (AUM).
Founded in 2008, CIP has supported private clients and employer-sponsored retirement plans with a deeply client-centric approach rooted in long-term relationships and personalized service. The firm’s culture and commitment to delivering exceptional client experience align closely with EP Wealth’s philosophy.
As part of the transition, nine members of the CIP team will join EP Wealth, bringing deep experience across private wealth management and retirement plan services. Susan Anastasiadis, CIP co-founder, will join EP Wealth as senior vice president.
“Our clients gain access to expanded planning resources, broader investment capabilities, and a larger team of experts. Yet, their existing advisers retain the leadi
