On August 26, 2025, EP Wealth Advisors announced its acquisition of Better Money Decisions.
EP Wealth Advisors (“EP”) announced on August 26, 2025, that it acquired Better Money Decisions (“BMD”). Under the terms of the transaction, BMD Managing Partner Lea Ann Knight will join EP Wealth as a Regional Director and Partner, along with a team of four Wealth Advisors and one Office Services Associate. BMD will adopt the EP name. Further terms of the deal were not disclosed.
EP, based in Torrance, California, is a fee-only registered investment advisor and financial planning firm backed by private equity firms Berkshire Partners and Wealth Partners Capital Group. EP has approximately $36.4 billion in assets.
BMD, based in Santa Fe, New Mexico, is a fee-only registered investment advisor offering investment advisory and portfolio management, tax planning, cash flow and budgeting strategies, and charitable giving coordination services. BMD has approximately $370 million in assets under management.
To read the press release: please click here.