EP Wealth Advisors said it acquired Vantage Advisors, a St. George, Utah-based independent registered investment advisory firm that will add $349 million in assets under management at EP Wealth.
Financial terms weren’t disclosed.
Vantage Advisors specializes in holistic financial planning and tax preparation, EP Wealth said in a press release Tuesday.
Gregory Kemp, chief executive and founding member at Vantage, will assume the role of consultant at EP Wealth, and Neal Marchant, president and wealth manager, will become senior vice president. Four staff members will also join EP Wealth.
The acquisition expands EP Wealth’s existing footprint in Utah to three locations, joining Salt Lake City and Logan.
Meanwhile, a father-son pair of advisors and ex-marines from ex-Edward Jones gives Kingsview its newest location in Arkansas.
New Vanguard and FINRA data show Americans increasingly vulnerable to financial shocks, with hardship withdrawals and cash-outs reaching a new high.
Many people have already continued working past their planned retirement date
A new analysis finds long-running fiscal woes coupled with impacts from the One Big Beautiful Bill Act stand to erode the major pillar for retirement income planning.
Caz Craffy, whom the Department of Justice hit with a 12-year prison term last year for defrauding grieving military families, has been officially exiled from the securities agency.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
