EP Wealth Advisors

EP Wealth's earliest beginnings started at a frozen yogurt shop in San Diego, when Derek Holman and Brian Parker served behind the counter together. The two had been best friends since 6th grade and after the days working at the froyo shop in high school, they went to colleges near each other, majored in economics and business administration, and landed jobs in the financial industry-Derek at Paine Webber and Brian for SEIA.

They were living together in Manhattan Beach, with good jobs-but they shared a mutual dissatisfaction with the industry, which put profits before people and that eroded the quality of financial advice that people received.