EP Wealth Advisors, a fee-only registered investment adviser with more than 50 offices across 17 states, has acquired NBS Financial Services, a Conejo Valley-based financial advisory firm, adding over $230 million in assets under management to its portfolio. The acquisition strengthens EP Wealth’s existing presence in Westlake Village, California, and marks a significant step in the company’s regional growth strategy.
NBS Financial Services, established in 1981, has operated in the Conejo Valley for more than four decades, providing comprehensive financial, tax, estate, retirement, and education planning services along with investment management. The firm was originally founded by the father of current president Geordie Crossan, who joined the company in 1986 and has since built a reputation for client-focused financial advice.
“When identifying new partners, we prioritize firms deeply rooted in their communities,” said EP Wealth CEO Ryan Parker. “With over 40 years of dedicated service in the Conejo Valley, NBS shares our commitment to personalized, high-quality service. We’re thrilled to welcome them to the EP Wealth family.”
Following the acquisition, Crossan and two members of his team will join EP Wealth’s Westlake Village office. Crossan, who has previously served as president of the Ventura County Financial Planning Association and the LA/San Fernando Valley Institute of Certified Financial Planners, expressed optimism about the partnership.
“Joining EP Wealth allows us to strengthen our commitment to helping families achieve their financial goals,” Crossan stated. “We look forward to continuing to serve the Westlake Village and Conejo Valley communities under the EP Wealth name.”
EP Wealth divisional leader Watts Ha, who supported the integration process, highlighted the value of NBS’s experience and community connections. “Geordie and his team bring not only valuable years of experience but a strong legacy in the community,” said Ha. “It’s been a privilege to support their integration.”
This partnership represents EP Wealth’s fifth acquisition of 2025.
Financial terms of the transaction were not disclosed.
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