EP Wealth Expands SoCal Presence with $230M Acquisition 

EP Wealth Advisors has acquired NBS Financial Services, bolstering its Westlake Village, CA office and adding over $230 million in assets under management (AUM). 

Established in 1981, NBS offers financial, tax, estate, retirement, and education planning, as well as investment management. President Geordie Crossan, who joined the firm founded by his father in 1986, has served as president of the Ventura County Financial Planning Association and the LA/San Fernando Valley Institute of Certified Financial Planners. Crossan and two team members will transition to EP Wealth’s Westlake Village office. 

“When identifying new partners, we prioritize firms deeply rooted in their communities,” said EP Wealth CEO Ryan Parker. “With over 40 years of dedicated service in the Conejo Valley, NBS shares our commitment to personalized, high-quality service. We’re thrilled to welcome them to the EP Wealth family.”   

Financial and legal terms of the transaction were not disclosed. 

NBS is EP Wealth’s fifth deal of 2025. Last month, the Torrance, CA-based fee-only registered investment advisor acquired AlphaMark Advisors, a Fort Wright, KY-based wealth management firm with approximately $385 million in assets.  This This acquisition followed its additions of Executive Wealth Management ($1.6 billion AUM, Michigan), Criterion Capital Advisors, LLC, ($500 million AUM, Colorado), and Peninsula Wealth ($660 million AUM, San Francisco), reinforcing its national expansion.  

Backed by private equity firm Berkshire Partners, EP Wealth has more than 50 offices across 17 states and managed over $32.6 billion in assets as of March 31, 2025.