EP Wealth expands in California with NBS Financial Services

1 month ago 19

GlobalData

Wed, Apr 30, 2025, 3:29 AM 1 min read

California’s EP Wealth Advisors has strengthened its determination footprint with the acquisition of NBS Financial Services.

Financial specifics of the woody were not revealed.

Westlake Village, California-based NBS Financial Services, established successful 1981, offers financial, tax, estate, retirement, acquisition planning, arsenic good arsenic concern absorption services.

The summation of this steadfast bolsters EP Wealth’s existing bureau located successful Westlake Village, California, and contributes implicit $230m successful assets to its books.

Geordie Crossan, who has been with NBS since 1986 and serves arsenic its president, volition modulation to EP Wealth’s Westlake Village bureau on with 2 different squad members.

Commenting connected the move, Crossan said: “Joining EP Wealth allows america to fortify our committedness to helping families execute their fiscal goals.

“We look guardant to continuing to service the Westlake Village and Conejo Valley communities nether the EP Wealth name.”

This acquisition represents EP Wealth's 5th concern successful 2025.

EP Wealth CEO Ryan Parker said: “When identifying caller partners, we prioritise firms profoundly rooted successful their communities.

“With implicit 40 years of dedicated work successful the Conejo Valley, NBS shares our committedness to personalised, high-quality service. We’re thrilled to invited them to the EP Wealth family.”

EP Wealth Advisors, a fee-only RIA, has implicit 50 offices crossed 17 states. As of 31 March 2025, the steadfast oversaw much than $32.6bn successful assets.

The steadfast is employee-owned and provides a broad scope of services, including financial, tax, property planning, and concern management.

"EP Wealth expands successful California with NBS Financial Services" was primitively created and published by Private Banker International, a GlobalData owned brand.

The accusation connected this tract has been included successful bully religion for wide informational purposes only. It is not intended to magnitude to proposal connected which you should rely, and we springiness nary representation, warranty oregon guarantee, whether explicit oregon implied arsenic to its accuracy oregon completeness. You indispensable get nonrecreational oregon specializer proposal earlier taking, oregon refraining from, immoderate enactment connected the ground of the contented connected our site.