On March 4, 2025, EP Wealth Advisors announced that it acquired The Holben Group, LLC.
EP Wealth Advisors (“EP”) announced on March 4, 2025, that it acquired The Holben Group, LLC (“Holben”). Under the terms of the transaction, Holben will operate under the EP name, with Holben founder, Jeffrey Holben, joining EP as Vice President, Advisor, Partner. 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. As of December 2024, EP managed approximately $31 billion in assets.
Holben, based in Denver, is a registered investment advisor offering financial planning and investment management services to individuals and families. Holben has approximately $190 million in assets under management.
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