EP Wealth Advisors (EP Wealth), a fee-only registered investment adviser (RIA) with a growing national footprint, has announced its partnership with AlphaMark Advisors, a respected wealth management firm based in Fort Wright, Ky. This expansion increases EP Wealth’s presence in the Midwest, bringing the firm’s services to more individuals and families in the Greater Cincinnati area. The acquisition adds approximately $385 million in assets under management (AUM).
Founded in 1999, AlphaMark delivers financial advice with specialties in retirement planning, small business services and helping clients navigate financial aspects of important life transitions, such as divorce. One of the firm’s defining strengths is its Women & Wealth initiative. Founded by AlphaMark partner Kelly Owens, the program is designed to empower women navigating financial decisions during major life changes. This initiative highlights AlphaMark’s commitment to supporting clients in a unique w
