Home News EP Wealth Advisors Acquires Rampart Wealth Advisors

EP Wealth Advisors Acquires Rampart Wealth Advisors

EP Wealth Advisors LLC, an independent registered investment adviser, has acquired Rampart Wealth Advisors.

EP Wealth Advisors LLC, an independent registered investment adviser, has acquired Rampart Wealth Advisors, a $118 million firm based outside of Denver in Greenwood Village, Colorado. Financial terms were not disclosed.

Rampart is a wealth management and financial planning firm born from a merger between David B. Heinz CFP and Nicholas L. Hatfield CFP, who will both serve as vice presidents and wealth advisors at EP Wealth.

“We took great care in making this decision to partner with EP Wealth, as our focus has always been on providing our clients with the highest-quality experience,” said Heinz. “EP Wealth mirrors our culture and commitment to clients, and through this combination, we are able to establish a long-term legacy and continue to provide clients with the best possible financial advice.”

This is EP Wealth’s fourth acquisition in 2018. The firm acquired Caves & Associates Inc. of Manhattan Beach, California, Donnelly Wealth Advisors of San Diego, and Millie Capital Management of Walnut Creek, California, earlier this year.

EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm based in Torrance, California, with additional offices in the San Francisco Bay area, San Diego, West Los Angeles and Irvine, California, Seattle and Denver. The firm manages more than $4 billion in AUM as of June 30, 2018.

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