EP Wealth Advisors LLC, an independent RIA providing clients with personalized financial planning and advice, has acquired Mindful Money. This expands EP Wealth’s footprint into the San Francisco area and marks its 20th transaction in a 5 year period of strategic growth.
Mindful Money provides its clients with independent financial advice in a client-centered environment. The firm focuses primarily on life planning, client education and financial planning. The deal will increase EP Wealth’s assets under management by over $346 million.
“The Mindful Money team brings years of experience in all aspects of planning for life’s major events to the table, as well as robust marketing and a strong culture,” said Patrick Goshtigian, CFA, president and CEO of EP Wealth.
“My mission is to educate our clients and help them develop a better relationship with money,” added Jonathan DeYoe, Mindful founder. “We are thrilled to partner with EP Wealth. As we gain access to expanded services and resources for our clients, this gives us the ability to focus more on our work with them, providing financial education and being involved in their communities.”