Co-Founder and Managing Director
EP Wealth Advisors
Derek Holman is a managing director and co-founder of EP Wealth Advisors. For over 10 years Holman divided his time between managing operations and advising clients. In 2011, when the company reached over $1 billion of assets under management, Holman rededicated the majority of his time to what he enjoys most: working with clients. Holman knows firsthand of the challenges that entrepreneurs, business owners and individuals face. He advises in comprehensive investment, retirement, estate and tax planning strategies. He has been recognized and quoted in a number of leading financial publications. Holman embraces integrity, objectivity and an entrepreneurial spirit within EP Wealth Advisors and inspires others to do the same. He is passionate about the community he serves and is consistently finding new ways to give back. Holman is a proud supporter of the Manhattan Beach Education Foundation, Tour de Pier, and his local church.
