EP Wealth Advisors, a leading fee-only registered investment adviser (RIA) with a national footprint, announced its partnership with AlphaMark Advisors, a wealth management firm based in Fort Wright, Kentucky. This strategic deal enhances EP Wealth’s presence in the Midwest, bringing the firm’s comprehensive, client-first services to more individuals and families in the Greater Cincinnati area. The acquisition adds about $385 million in AUM.
Founded in 1999, AlphaMark offers tailored financial advice, with specialties in retirement planning, small business services, and helping clients navigate the financial aspects of important life transitions. One of the firm’s defining strengths is its Women & Wealth initiative.
Founded by AlphaMark Partner Kelly Owens, this program is designed to empower women navigating financial decisions during major life changes. This initiative highlights AlphaMark’s commitment to supporting clients in a unique way in its market and aligns closely with EP Wealth’s commitment to holistic planning and personalized service across all client segments.
Four AlphaMark team members join EP Wealth alongside Simon, continuing their long-standing commitment to client relationships and comprehensive planning. And AlphaMark is EP Wealth’s fourth partnership of 2025, reinforcing its growth strategy through shared values and a relentless focus on enhancing client experience.
Advisor: Houlihan Lokey acted as the exclusive financial advisor to AlphaMark Advisors.
KEY QUOTES:
“At EP Wealth, we’re committed to providing personalized advice to our clients that meets them where they are in their lives. Partnering with the AlphaMark team expands our ability to do that in Kentucky and Ohio—enhancing their established expertise with additional resources from a nationwide firm to better support existing and new clients.”
– Ryan Parker, CEO of EP Wealth
“Joining EP Wealth allows us to continue doing what we do best—offering thoughtful, individualized advice—while gaining access to a deeper bench of resources to support our clients’ evolving needs. We believe this partnership can strengthen our ability to guide clients through major transitions and deliver even more value across their full financial picture.”
– Michael Simon, founder of AlphaMark
