EP Wealth Advisors® Acquires Minot Wealth Management
Summary
Minot is a fee-only RIA that specializes in comprehensive financial and estate planning and portfolio development tailored to the unique needs of their client base. Led by Managing Directors Brian Mulvey, Patrick Donovan and William “Bill” Corcoran, the firm has grown organically to approximately $1.1 billion in AUM. “Our objectives continue to be centered on organic growth in our existing regions and aligning with like-minded RIAs and teams who share our values and client-first perspective,” said Patrick Goshtigian, CFA, CEO of EP Wealth. We are excited to align with Minot and reach this pivotal milestone of a truly national expansion.” “Joining a larger firm that provides significant additional financial planning, tax, legal and technology resources is the best choice we could make for our clients and our future,” added Corcoran. EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, California, with additional offices in Los Angeles, Orange County, the San Francisco Bay Area and San Diego, California; Portland, Oregon; Seattle, Puget Sound and Vancouver, Washington; Phoenix, Arizona; Denver, Colorado; Salt Lake City, Logan and St. George, Utah; Dallas, Texas; Chicago, Illinois; and Westwood, Massachusetts.