EP Wealth Advisors, a fee-only registered investment advisor (RIA), has announced its partnership with Bethesda, Md.-based Divergent Planning, establishing a new East Coast region for the firm and adding approximately $418 million in assets under management (AUM).
Established in 2010 by co-founders Ara Abrahamian and Matt Brock, Divergent was built with a mission that closely aligns with EP Wealth. Seeking to provide greater accountability for their clients than what they experienced at larger national firms, Abrahamian and Brock set out to build a firm centered on client trust and transparency. In 2017, they reinforced this commitment by becoming a fee-only, fiduciary RIA, further aligning Divergent’s model with EP Wealth’s platform and values.
Seven team members will join EP Wealth, establishing a new region for the firm, expanding client services on the East Coast and establishing the first regional presence for the firm in Maryland.
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