EP Prosperity Advisors Acquires The Insight Team and Financial Perception Center

Kizzy D. Blount

The Utah-centered acquisition marks EP Wealth’s biggest transaction to day and adds to its thorough prosperity management choices for clientele EP Wealth Advisors, LLC (“EP Prosperity”), a major unbiased registered investment adviser (“RIA”) that specializes in client-centric monetary scheduling and investment decision administration solutions, announced its acquisition of The Insight […]