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.
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