Summary: It is not surprising that Derek Holman and Brian Parker ended up as co-founders of Torrance, Calif.-based EP Wealth Advisors. After all, they’d been friends since middle school in their hometown of San Diego, and started their working careers together at a yogurt shop. Today, Parker and Holman, both 43, run EP Wealth, an up-and-coming RIA firm with $2.3 billion in assets, serving nearly 2,000 clients through six offices in California (Torrance, West Los Angeles, Irvine, Valencia, Lafayette and San Diego), plus one location in Denver.
 Somewhere along the way, the financial services industry decided complexity equals value, so the more complex you made it, the more valuable it became and the more you could charge. We’re trying to do the opposite, so people will find value in making their lives simpler.”Brian Parker, co-founder, EP Wealth Advisors. |
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