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Ep Wealth Advisors Acquires Homewood Capital Management

Ep Wealth Advisors Acquires Homewood Capital Management

08/31/21, 3:31 PM
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EP Wealth Advisors, LLC (“EP Wealth”), an independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, tax and estate planning, announced its acquisition of Homewood Capital Management (“Homewood”). The acquisition expands EP Wealth’s footprint in the Greater San Francisco region to include the Danville area.

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