EP Wealth Advisors
ASSETS UNDER MANAGEMENT: $680 million
Brian Parker, CFP, is a Managing Director and Co-founder of EP Wealth Advisors. He has been a highly successful wealth manager for 22 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. Parker has served as a member of advisory boards for TD Ameritrade and Charles Schwab.
Parker has helped lead the firm through five acquisitions in the last year, totaling over $1.4 billion in new assets. The deals launched EP Wealth into two new geographies — San Diego and Seattle, 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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