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Wednesday, Apr 24, 2024

Leaders of Influence – Wealth Managers: Brian Parker

Brian Parker

Co-founder and Managing Director

EP Wealth Advisors

Assets Under Management: $770 Million

Brian Parker, CFP, is a managing director and co-founder of EP Wealth Advisors. He has been a highly successful wealth manager for 24 years, specializing in comprehensive investment, tax, estate and retirement strategies for his clients. Parker has been a featured speaker at universities, corporations, and to affluent individuals throughout California, and has served as a member of advisory boards for TD Ameritrade and Charles Schwab. Parker has helped lead EP Wealth through tremendous growth over the last year, including five acquisitions totaling over $1.2 billion in new assets. The deals launched EP Wealth into three new geographies (Phoenix, Dallas, and Chicago), and expanded its existing presence throughout the west coast. This growth has been aided by investments in technology, processes, a long-term partnership with investors, and a strong foundation built on putting clients’ best interests first. Parker leads through his and the firm’s core values; integrity, entrepreneurialism, excellence, and community.

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