EP Wealth Advisors, an independent financial planning and investment management firm based in Southern California, has acquired Moore Financial Group, a family-owned boutique wealth management firm in Littleton, CO.

EP Wealth Advisors, an independent financial planning and investment management firm based in Southern California, has acquired Moore Financial Group, a family-owned boutique wealth management firm based in Littleton, CO.

Over the past year EP Wealth Advisors has been looking to grow via recruiting and strategic acquisitions, and with its latest move now has $1.9 billion in assets under management.

The firm said it is continuing discussions with additional financial advisory firms and is particularly interested in speaking with RIAs and IARs who are exploring the benefits “tucking” into a larger firm.

Jon Moore and his team will continue working in the Colorado office and serving Denver-area residents. He will also continue to serve the Southern California market, working with new and existing clients in Los Angeles.

“Financial advisory practices with less than $500M in managed assets tend to struggle with the same issues facing Jon Moore,” said David Selig, chief executive and founder of Advice Dynamics Partners, which advised the parties on the transaction. “In addition to relieving the business pressures related to lack of scale, this merger is a positive for Moore’s clients in that it comes with a built-in succession plan.”

EP Wealth Advisors is headquartered in Torrance, CA, with additional offices in Los Angeles, California and Denver.