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.

