EP Wealth Advisors and Apollon Wealth Management have announced acquisitions that expand their reach, with EP Wealth strengthening its Colorado presence and Apollon entering New York.
EP Wealth Advisors announced Tuesday that it has acquired The Holben Group, a Denver-based RIA managing more than $190 million in assets. The deal expands EP Wealth’s footprint in Colorado, where it first grew beyond its California headquarters.
“The Holben Group team shares the values and vision that have been core to EP Wealth,” Ryan Parker, CEO of EP Wealth said in a statement Tuesday. “They are a welcome addition and will enable us to serve even more families in the region.”
Founded in 2006, The Holben Group provides financial planning and investment management services, including to first responders. Founder Jeffrey Holben and advisor Clinton Demming will join EP Wealth as vice presidents and partners, while Patricia Parker will become a wealth advisor.
“Partnering with EP Wealth enhances our offerings and allows us to deepen our client-first approach,” Holben said.
This marks EP Wealth’s second deal of 2025, following its early February acquisition of Criterion Capital Advisors in Nashville. Prior to that, it unlocked the Michigan market by adding Executive Wealth Management in January, which also pushed EP Wealth's AUM past $31 billion.
Meanwhile, Apollon Wealth Management expanded in the Northeast with the acquisition of C.J. Lawrence, a New York-based investment management firm whose history goes back to 1864. The deal is a significant coup for Apollon, which now officially has a presence in the country’s largest financial market.
“The addition of C.J. Lawrence marks a significant milestone for Apollon as we establish our presence in New York City,” Michael Dolberg, CEO of Apollon Holdings, Apollon Wealth’s parent company, said Tuesday.
C.J. Lawrence specializes in proprietary research and portfolio management for high-net-worth clients and institutions. CEO Bernhard Koepp will continue leading the firm under the Apollon brand.
“Apollon’s independent, client-focused model aligns with our values,” Koepp said.
Apollon's deal in New York breaks a lengthy stretch of silence for the firm, which made another expansionary step in the Northeast last October with Apollon Wealth's acquisition of CIC Wealth Management in Maryland. Before that, Apollon Financial, a fee-based advisory firm affiliated with Apollon Wealth, extended its presence in South Carolina with its midsummer deal adding the DeHollander Financial Group.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
