This strategic move marks EP Wealth’s entry into the Southeast region and strengthens its position as a national leader in fee-only financial advisory services. The acquisition of CornerCap is a significant milestone for EP Wealth, signifying its commitment to expanding its reach and providing exceptional financial advisory services to a wider audience. The deal is expected to close in the second quarter of 2025.

This acquisition is significant for several reasons. First, it expands EP Wealth’s reach into a new geographic market, specifically the Southeast region of the United States. This expansion will allow EP Wealth to tap into a larger pool of potential clients and increase its market share. Second, the acquisition brings together a team of experienced professionals with a strong track record of success.

[ Back To TMCnet.com’s Homepage ]