EP Wealth Advisors has recently acquired the well-established financial planning firm, Executive Wealth Management (EWM). EWM has a longstanding commitment to simplifying the complexities associated with wealth management. This merger with EP Wealth Advisors serves to enhance that dedication. Rob Johnson is joined by Vice Presidents Rob Larsen and Jimmie Plaskey, partners with EP Wealth Advisors, to provide their perspectives on the recent acquisition and discuss the advantages this offers to current clients, prospective clients, and the Greater Brighton community.
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Learn more about the Brighton Chamber by visiting our website.
Website: https://www.brightoncoc.org/
Guest Links
Jimmie Plaskey CFP®, CDFA - Vice President and Partner - EP Wealth Advisors
Rob Larsen CFP® - Vice President and Partner - EP Wealth Advisors
Announcement: https://www.crainsdetroit.com/banking-finance/executive-wealth-management-acquired-ep-wealth-advisors.
Address: 135 West North Street
Brighton, MI 48116
Phone: (810) 229-6446
Version: 20241125
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