California’s EP Wealth Advisors has strengthened its regional footprint with the purchase of NBS Financial Services.
Financial specifics of the deal were not revealed.
Go deeper with GlobalData
Westlake Village, California-based NBS Financial Services, established in 1981, offers financial, tax, estate, retirement, education planning, as well as investment management services.
The addition of this firm bolsters EP Wealth’s existing office located in Westlake Village, California, and contributes over $230m in assets to its books.
Geordie Crossan, who has been with NBS since 1986 and serves as its president, will transition to EP Wealth’s Westlake Village office along with two other team members.
Commenting on the move, Crossan said: “Joining EP Wealth allows us to strengthen our commitment to helping families achieve their financial goals.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData“We look forward to continuing to serve the Westlake Village and Conejo Valley communities under the EP Wealth name.”
This acquisition represents EP Wealth’s fifth partnership in 2025.
EP Wealth CEO Ryan Parker said: “When identifying new partners, we prioritise firms deeply rooted in their communities.
“With over 40 years of dedicated service in the Conejo Valley, NBS shares our commitment to personalised, high-quality service. We’re thrilled to welcome them to the EP Wealth family.”
EP Wealth Advisors, a fee-only RIA, has over 50 offices across 17 states. As of 31 March 2025, the firm oversaw more than $32.6bn in assets.
The firm is employee-owned and provides a comprehensive range of services, including financial, tax, estate planning, and investment management.
