EP Wealth Advisors – a leading fee-only registered investment adviser (RIA) with a growing national footprint – has announced their partnership with The Holben Group in Denver, Colorado. This alignment builds on EP Wealth’s long-time presence in Colorado, adding over $190 million in assets under management (AUM).
Founded in 2006, The Holben Group has offered financial planning and investment management services to individuals, families, and a growing number of first responders in the Denver area. And 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. Plus, The Holben Group team can now access additional resources and operational support as part of EP Wealth, enabling them to support their in-depth planning and client relationships.
The Holben Group will work closely with Jon Moore, EP Wealth’s Regional Director, and the established EP Wealth team in Colorado. This deal marks EP Wealth’s second partnership of 2025, following their partnership with Criterion Capital Advisors in Nashville, Tennessee.
The financial and legal terms of the deal were not disclosed.
KEY QUOTES:
“For over 25-years, EP Wealth has been built by entrepreneurs who are committed to long-term, personal relationships with their clients. 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.”
- EP Wealth CEO Ryan Parker
“We’ve built a firm centered around personalized financial guidance. 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.”
- Holben
