EP Wealth Advisors Expands Southern California Presence with Acquisition of NBS Financial Services

Newest partnership enhances advisory expertise in the region

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (RIA), has announced a strategic partnership with NBS Financial Services (“NBS”), a well-established firm in the Conejo Valley. This addition strengthens EP Wealth’s existing office in Westlake Village, CA, and adds over $230 million in assets under management (AUM).

“When identifying new partners, we prioritize firms deeply rooted in their communities,” said EP Wealth CEO Ryan Parker. “With over 40 years of dedicated service in the Conejo Valley, NBS shares our commitment to personalized, high-quality service. We’re thrilled to welcome them to the EP Wealth family.”

Founded in 1981, NBS provides financial, tax, estate, retirement and education planning, along with investment management services. President Geordie Crossan, CFP®, joined the firm, originally founded by his father, in 1986. He has served as President of the Ventura County Financial Planning Association and the LA/San Fernando Valley Institute of Certified Financial Planners. Geordie and two members of his team will join EP Wealth’s Westlake Village office.

“Joining EP Wealth allows us to strengthen our commitment to helping families achieve their financial goals,” said Crossan. “We look forward to continuing to serve the Westlake Village and Conejo Valley communities under the EP Wealth name.”

EP Wealth Divisional Leader Watts Ha supported NBS throughout the integration process. “Geordie and his team bring not only valuable years of experience but a strong legacy in the community,” said Ha. “It’s been a privilege to support their integration, and we’re excited to see the positive impact they’ll continue to make in Westlake Village.”

NBS is EP Wealth’s fifth partnership of 2025, advancing the firm’s strategic growth initiatives. Financial and legal terms of the transaction 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 50 offices across 17 states. Managing over $32.6 billion in assets as of March 31, 2025, 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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