EP Wealth Partners with NBS Financial, Expands Westlake Village Presence

EP Wealth Advisors, a leading fee-only registered investment adviser (RIA), has formed a strategic partnership with NBS Financial Services, a Conejo Valley-based firm with a legacy of more than 40 years. The partnership enhances EP Wealth’s presence in Westlake Village, California, and adds over $230 million in assets under management (AUM) to its portfolio. This move supports EP Wealth’s broader mission of delivering client-first, community-rooted financial planning services nationwide.

1. Deepening Roots in the Conejo Valley

• NBS Financial Services, founded in 1981, brings over four decades of trusted financial guidance to local families.
• The integration strengthens EP Wealth’s existing Westlake Village office, reflecting its commitment to localized, personalized service.

2. Shared Philosophy and Values

• CEO Ryan Parker highlighted that EP Wealth seeks partners deeply embedded in their communities, stating, “NBS shares our commitment to personalized, high-quality service.”
• This alignment ensures a seamless client experience, preserving NBS’s legacy while introducing EP Wealth’s broader resources.

3. Leadership and Continuity

• Geordie Crossan, CFP®, joins EP Wealth along with two team members.
• Crossan’s leadership in the industry includes roles as President of the Ventura County Financial Planning Association and the LA/San Fernando Valley Institute of Certified Financial Planners.
• Clients will continue working with a familiar team while benefiting from enhanced capabilities under EP Wealth’s umbrella.

4. Comprehensive Financial Planning Services

• NBS offers services in financial, tax, estate, retirement, education planning, and investment management.
• This partnership amplifies EP Wealth’s ability to deliver holistic financial solutions to both new and existing clients in the region.

5. Strategic Growth Momentum

• This is EP Wealth’s fifth partnership in 2025, underscoring the firm’s accelerated growth strategy.
• Divisional Leader Watts Ha played a key role in the integration, emphasizing the value of the NBS team’s local expertise and long-standing relationships.

EP Wealth’s acquisition of NBS Financial Services exemplifies its ongoing efforts to grow through alignment with values-driven firms serving their communities. With a strong foundation in Conejo Valley and shared commitment to high-touch advisory services, the partnership is poised to deliver lasting value for clients and strengthen EP Wealth’s regional footprint. As EP Wealth continues to expand, it remains focused on preserving client relationships, deepening local ties, and delivering industry-leading financial expertise.