EP Wealth Advisors
ASSETS UNDER MANAGEMENT: $350 million
Derek Holman, CFP, AIF is a Managing Director and Co-founder of EP Wealth Advisors. After working for two separate Wall Street firms over 20 years ago, Holman and co-founder Brian Parker quickly realized the conflicts of interest in the industry and knew there was a better way to serve clients. They started their own RIA in 1999 and have been serving clients with personalized and conflict-free advice ever since.
Holman specializes in comprehensive investment, tax, estate, and retirement strategies for his clients. Holman manages $350 million of EP Wealth’s over $4.9 billion in client assets. Holman has helped shape the client-first culture of the firm and leads by example in promoting EP Wealth’s core values of integrity, entrepreneurialism, and excellence throughout the EP Wealth community. He has helped lead the firm through five acquisitions in the last year, totaling over $1.4 billion in new assets.
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