EP Wealth Advisors Expands Presence in Colorado with the Acquisition of Denver-Based The Holben Group, LLC

Partnership expands talent and growth opportunities in the Mile High City

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced their partnership with The Holben Group, LLC (“Holben Group”) in Denver, CO. This alignment builds on EP Wealth’s long-time presence in Colorado, adding over $190 million in assets under management (AUM) to the firm.

“For over 25-years, EP Wealth has been built by entrepreneurs who are committed to long-term, personal relationships with their clients,” said EP Wealth CEO, Ryan Parker. “Denver was our first office outside California as we started our journey towards a nationwide firm. The Holben Group team shares the values and vision that have been core to EP Wealth. They are a welcome addition and will enable us to serve even more families in the region.”

Founded in 2006, The Holben Group has provided financial planning and investment management services to individuals, families, and a growing number of first responders in the Denver area. Through this partnership, The Holben Group Founder, Jeffrey Holben, AIF, along with Clinton Demming, AIF, will both join EP Wealth as Vice President, Advisor, Partner. Patricia Parker will also join as a Wealth Advisor. The Holben Group team can now access additional resources and operational support as part of EP Wealth, allowing them to bolster their in-depth planning and client relationships.

“We’ve built a firm centered around personalized financial guidance,” said Holben. “Partnering with EP Wealth enhances our offerings and allows us to deepen our shared client-first approach. We’re excited for this next chapter and everything it will bring for our clients.”

The Holben Group will work closely with Jon Moore, EP Wealth’s Regional Director, along with the established EP Wealth team in Colorado.

This news marks EP Wealth’s second partnership of 2025, following their partnership with Criterion Capital Advisors in Nashville, Tennessee.

Financial and legal terms of the deal were not disclosed.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm with more than 47 offices across 16 states. Managing over $31 billion in assets as of December 31, 2024, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm, which is employee-owned, led and operated, offers a wide range of services, including financial, tax and estate planning, as well as investment management. EP Wealth is financially supported by Berkshire Partners, a leading private investment firm based in Boston. Headquartered in Torrance, California, EP Wealth is led by CEO Ryan Parker, along with Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, Brian Parker, CFP® and Executive Chair Patrick Goshtigian, CFA.

For more information, visit www.epwealth.com and follow EP Wealth on LinkedIn and Facebook.

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