Nationwide RIA EP Wealth Advisors Builds on California Presence with Acquisition of Central Coasts’ Wacker Wealth Partners
Summary
The partnership with the San Luis Obispo, California-based firm expands EP’s presence in California to the state’s Central Coast and adds nearly $1.2B in assets under management. Like EP, Wacker was founded to provide clients with a trusted fiduciary who helps them achieve long-term financial goals by establishing deep relationships built on an understanding of what is most important. The firm, which serves the growing San Luis Obispo and Central Coast region in a wide array of industries, has been an integral member of the community for more than 35 years. “The Wacker team places client service above all other goals, which is just one of the many attributes we share,” said Ryan Parker, CEO of EP Wealth Advisors. “Partnering with EP allows us to continue serving this growing area with the same focus and commitment we have for decades, while providing the support and capabilities – a large team of specialized professionals in planning, investment, technology, compliance and more - of a national RIA.