Co-founder & Managing Director
EP Wealth Advisors
Assets Under Management: $500 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 advice ever since. Holman specializes in comprehensive investment, tax, estate, and retirement strategies for his clients. He manages $500 million of EP Wealth’s over $7 billion in client assets. He 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 three new geographies (Phoenix, Dallas, and Chicago), and expanded its existing presence throughout the west coast.
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