EP Wealth Advisors Partners with Sound Financial Planning Inc.


A free enlisted venture guide (“RIA”) determined to give customers customized exhortation through coordinated monetary preparation, speculation the executives, and duty and home preparation, declared its organization with Sound Financial Planning Inc. (“Sound Financial”). The consolidation grows EP Wealth’s impression in Washington state to incorporate Mt. Vernon and Friday Harbor.

Established in 1982 by William “Bill” Morrissey, Sound Financial Planning offers customized monetary preparation with a comprehensive methodology, thinking about all parts of their customers’ circumstance. They give arranging administrations to high-total assets people and families, with a strength in retirement and home preparation. Bill, Tammy Prouty, Vice President of the firm, and Client Services Specialist Sheryl Jakel will join the EP Wealth group. Morrissey will accept the job of Senior Wealth Advisor/Partner and Prouty will be Vice President/Partner.

EP Wealth Advisors

“The client first perspective at Sound Financial Planning matches our own here at EP,” said Patrick Goshtigian, CFA, President and CEO of EP Wealth.  We are eager to welcome the Sound Financial gathering to the EP family and expect exploiting our potential in the Mt. Vernon and Friday Harbor social class.”

 “At Sound Financial Planning we try to help our clients in continuing with their best lives,” said Morrissey. “I’m eager to have the choice to contact our clients the significant resources and capacity that EP Wealth offers of real value, while staying aware of the perspective and characteristics that we keep up with. We couldn’t have found a best assistant over EP and are anxious to begin this outing.”

The consolidation marks EP Wealth’s nineteenth exchange in a five-year time of key development for the firm. Since taking a minority venture from Wealth Partners Capital Group in July 2017, EP Wealth has collaborated with firms in California, Washington, Colorado, Arizona, Illinois, Texas and Utah. To date in 2021, the firm gained the matter of Homewood Capital Management in Danville, CA, Abbas Heydari, CFP®, a Torrance, Calif.- based counsel, and New Focus Financial Group, a RIA with workplaces in Vancouver, Wash. also, San Mateo, Calif. EP Wealth has additionally experienced critical natural development year-to-date and plans to extend its staff heading into 2022. 

The arrangement shut on November 19, 2021, and will expand EP Wealth’s resources under administration by more than $103 million. Monetary and legitimate terms of the arrangement won’t be revealed.

EP Wealth Advisors Partners with Sound Financial Planning IMAGE

About EP Wealth Advisors 

EP Wealth Advisors, LLC (“EP Wealth”) is a cost just selected endeavor specialist and financial orchestrating firm arranged in Torrance, Calif., with work environments in Los Angeles, Orange County, Calif., San Francisco Bay Area, San Diego, Portland, Ore., Seattle, Phoenix, Denver, Salt Lake City, Dallas and Chicago. The firm directs more than $13.3 billion in AUM as of September 30, 2021, and gives client driven financial arrangement and hypothesis the chiefs organizations to individuals and associations. EP Wealth is driven by individual supporters and Managing Directors Derek Holman, CFP ®, AIF ®, Brian Parker, CFP ® and President and CEO Patrick Goshtigian, CFA ®.

About Wealth Partners Capital Group 

Abundance Partners Capital Group (“WPCG”) is a monetary administrations holding organization, which has banded together with EP Wealth Advisors (“EP Wealth”). WPCG helps EP Wealth by recognizing and incorporating similar enrolled speculation counselors who are looking for admittance to extended business abilities, vital development and tweaked change arrangements. The WPCG supervisory group is driven by accomplices John W. Copeland, Rich Gill and Sean Bresnan.

Recent Post


タイトル:企業の経営 改革:これからのCFO に求められる役割とは はじめに この数年、予期せぬ事象によって、私たちの生活、仕事、そして共に繁栄 する方法が大きく変わりました。各国は効果的に計画を立てるために、世界中からデータを集める必要がありました。 そして、そのデータはワ クチン開発、パンデミックプロトコル、さらには経済的対応に関しても 意思決定に情報を提供するために不可欠でした。 企業全体からのデータが戦略的アクションに変換されるこのタイプの 計画は、Anaplanがコネクテッドプランニングと呼んでいる概念です。 これは、テクノロジーによって組織がデータを使用して計画と人員を管 理する方法を変革するアプローチです。 GDPR Privacy Policy Terms & Conditions

Read More »