EP Wealth Advisors, a leading fee-only registered investment adviser (RIA) with a national footprint, announced its partnership with AlphaMark Advisors, a wealth management firm based in Fort Wright, Kentucky. This strategic deal enhances EP Wealth's presence in the Midwest, bringing the firm's comprehensive, client-first services to more individuals and families in the Greater Cincinnati area. The acquisition adds about $385 million in AUM. The post EP Wealth: $385 Million AlphaMark Advisors Team Onboarded appeared first on Pulse 2.0.
EP Wealth is a California-based financial consulting firm that provides services such as retirement planning and investment management for individuals.