EP Wealth Advisors, a US-based financial planning and investment management has acquired Moore Financial Group, a family-owned boutique wealth management firm based in Colorado.
Moore Financial will now operate as a part of EP Wealth. The acquisition will add $60m in assets under management to EP Wealth bringing its total assets under management to $1.9bn.
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Following the acquisition, Jon D. Moore, founder of Moore Financial and his team will continue working in the Colorado office and serving Denver-area residents.
EP’s president Patrick Goshtigian said: "We also have mutual growth aspirations and have positioned EP Wealth for growth, so this is a natural fit."
Moore said: "Both firms are growing so joining forces allows us to bring the resources and talents of the entire organization to better serve our clients. In addition, forty percent of our existing clients are located in Southern California and so I have already been spending a portion of my time in the Los Angeles area."
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