Deal Snapshot
EP Wealth Advisors Merges with Sound Financial Planning in Washington State
Wednesday 24 November 2021

US-based registered investment adviser EP Wealth Advisors, LLC has merged with Washington, US-based Sound Financial Planning Inc, the firm said.

The merger expands EP Wealth's footprint in Washington state to include Mt. Vernon and Friday Harbor. Founded in 1982 by William "Bill" Morrissey, Sound Financial Planning offers personalized financial planning with a holistic approach, taking into consideration all aspects of their clients' situation.

Date Published: 24/11/2021