EP Wealth Advisors, LLC, an independent registered investment advisor, has partnered with Sound Financial Planning Inc. The deal will expand EP’s footprint in Washington state.

Sound Financial offers personalized financial planning through a holistic, client centric approach. The firm provides planning services specifically for high-net-worth individuals and families with a specialty in retirement and estate planning.

The deal will increase EP Wealth’s assets under management by more than $103 million. This merger is the 19th transaction during a five-year period of strategic growth for EP Wealth.

“The client-first philosophy at Sound Financial Planning parallels ours here at EP,” said Patrick Goshtigian, CFA, president and CEO of EP Wealth. “Their team is committed to changing the lives of clients through personalized, holistic service and financial planning that takes all aspects of the client’s life into account.”