EP Wealth Advisors Expands National Footprint with Nashville Move
EP Wealth Advisors, a premier fee-only registered investment adviser, has taken a significant step in its growth journey by acquiring Criterion Capital Advisors, LLC, located in Nashville. This strategic move marks EP Wealth’s inaugural venture into Tennessee and further establishes its expanding presence in the Southeastern region of the country. With this acquisition, EP Wealth has enhanced its total assets under management by over $500 million.
Significance of the Acquisition
The acquisition of Criterion Capital Advisors is pivotal for EP Wealth as it allows the firm not just to enter the Nashville market but also to deepen its influence in the Southeast. This partnership exemplifies EP Wealth’s commitment to collaborating with like-minded entrepreneurs who prioritize client-centric service. As companies evolve, partnerships like these underscore the importance of shared values and objectives, enabling firms to deliver an even better experience for their clients.
Leadership and Vision
Ryan Parker, CEO of EP Wealth, expressed his enthusiasm for the collaboration, emphasizing the essence of client services. "At EP Wealth, our growth is fueled by partnering with entrepreneurs across the country who share our values and are looking to leverage additional resources to deliver outstanding experiences to their clients," he noted. The leadership from Criterion, including co-founder Allan Horner and partners Mark Pierce and Scott Freeman, will continue to uphold the firm’s tradition of personalized financial planning and service excellence.
Continuing a Legacy of Personalized Service
Since its inception in 2005, Criterion Capital Advisors has built a reputation based on tailored financial planning and a commitment to individual client needs. Horner highlighted, "We have grown our business by focusing on putting the client’s best interest first. In EP Wealth, they share that value." This synergy between the two firms promises to enhance the services offered to their clientele.
What Clients Can Expect
The integration of Criterion into EP Wealth's infrastructure means that clients can anticipate an expansion in the range of services available to them. The foundational goals of personalized financial management, investment strategies, and comprehensive tax planning will remain central, but clients will benefit from the enriched resources and strategic support that come with being part of a larger organization.
An Eye on the Future
Financial terms surrounding the acquisition remain confidential; however, the implications of this collaboration suggest a bright future for both EP Wealth and Criterion. As the firm continues to grow, it will focus on ensuring that its core mission remains intact—helping families achieve their financial aspirations efficiently and effectively.
About EP Wealth Advisors
EP Wealth Advisors, LLC is a well-established fee-only registered investment adviser with over 45 offices located across 16 states. The firm has managed an impressive total of over $31 billion in assets as of the end of 2024 and has been instrumental in guiding families nationwide toward their financial goals for over 25 years. EP Wealth, recognized for its comprehensive range of services—including financial, tax, and estate planning as well as investment management—is adeptly led by Ryan Parker, along with co-founders and managing directors. With the backing of Berkshire Partners, an esteemed private investment firm, EP Wealth stands strong in its commitment to enhancing the financial well-being of its clients.
Frequently Asked Questions
What is the significance of EP Wealth Advisors' acquisition?
The acquisition positions EP Wealth in the Nashville market, enhances their assets, and strengthens their reach in the Southeast.
Who leads Criterion Capital Advisors?
Criterion is led by co-founder Allan Horner, who will continue to oversee operations under EP Wealth.
How does this acquisition impact clients of both firms?
Clients can expect an expanded range of services and continued personalized financial management as both firms integrate resources.
What financial services can clients expect from EP Wealth?
EP Wealth offers a wide array of services, including investment management, financial planning, and tax consulting.
What backing does EP Wealth have?
The firm is financially supported by Berkshire Partners, providing it with additional resources to serve clients more effectively.
