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NBS Financial Services
NBS Financial Services operated as a wealth management practice in Westlake Village, California, until EP Wealth Advisors acquired it. The firm’s website now...
NBS Financial Services
NBS Financial Services operated as a wealth management practice in Westlake Village, California, until EP Wealth Advisors acquired it. The firm’s website now redirects to EP Wealth, a planning-first registered investment adviser founded in 1999 by two childhood friends in San Diego. The acquisition preserved NBS’s client relationships and advisory team, adding EP Wealth’s centralized resources and broader service platform. EP Wealth delivers financial planning and investment management across asset classes including domestic equities, fixed income, alternatives and real estate. The firm structures client portfolios through a planning-first lens, offering retirement planning, tax strategy and estate planning alongside direct advisory mandates. With over 500 professionals in offices from Seattle to the New York metro area, EP Wealth runs a geographically distributed RIA model. The firm was named to the Barron’s Top 100 RIAs list in 2024, and also appeared on the Inc. 5000 ranking of fastest-growing private companies the same year. EP Wealth serves more than 15,000 households and has expanded by acquiring local practices like NBS, integrating their books and retaining their lead advisors. CEO Ryan Parker described NBS’s transition as providing the same advisory team with access to EP’s educational webinars, informed-investor updates and quarterly newsletters. The firm’s growth strategy depends on this roll-up method, pairing organic client development with acquisitions to build density in existing regions. The NBS acquisition reflects EP Wealth’s structural model: a centralized RIA that buys and rebrands local practices, absorbing their client pools and advisor talent while standardizing investment operations and back-office functions. This creates a national network under a single compliance umbrella — distinct from a federation model where offices retain separate branding or platform independence.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
Westlake Village, CA, United States
Principals
Geordie Crossan
Advisor
Joseph Brooks
Advisor
Frequently asked questions
Who runs investment decisions at NBS Financial Services?
NBS Financial Services no longer operates independently. Its advisory team, including Geordie Crossan and Joseph Brooks, now functions within EP Wealth Advisors, which acquired the practice. Investment strategy and portfolio management for former NBS clients are handled through EP Wealth’s centralized investment committee and planning platform.
How does the EP Wealth acquisition affect NBS client portfolios and service?
Clients retain continuity with their original advisory team — Geordie Crossan and Joseph Brooks remain the primary points of contact using EP Wealth e-mail addresses. The acquisition adds access to EP Wealth’s full service suite, including educational webinars, quarterly newsletters, live events and a library of published articles. Back-office, compliance and investment operations now run on EP Wealth’s infrastructure.
What kind of clients did NBS Financial Services serve before the acquisition?
Altss research records describe NBS Financial Services as providing investment advisory and wealth management services to individuals, high-net-worth individuals and organizations. EP Wealth’s own disclosures indicate a client base that now exceeds 15,000 households across the United States, encompassing a mix of mass-affluent and high-net-worth families.
How is EP Wealth structured as an advisory firm?
EP Wealth is a registered investment adviser founded in 1999, operating a planning-first model with over 500 employees and offices in multiple U.S. cities. The firm combines financial planning, investment management and tax strategy under one roof, and has been named to the Barron’s Top 100 RIAs list in 2024. It grows by acquiring local practices like NBS and integrating them into its national platform.
Does NBS or EP Wealth maintain philanthropic structures, and how are they separated?
There is no public disclosure of a separate philanthropic vehicle or foundation tied to NBS Financial Services or its principals. EP Wealth provides estate planning and tax strategy services that can incorporate charitable giving, but no independent foundation is named in available sources.
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