Majority-women advisory team managing over $1.2B in AUM shares EP’s planning-first focus

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), has announced a strategic partnership with Chicago-based Rappaport Reiches Capital Management (“RRCM”), strengthening its presence in the Midwest. The addition brings over $1.2 billion in assets under management (AUM) to EP Wealth’s existing Chicago operations.

“We grow with purpose—balancing entrepreneurial drive, attention to detail, and a genuine energy that fuels everything we do,” said Ryan Parker, CEO of EP Wealth. “Our partnership with RRCM strengthens our planning-led approach, advances our Investing in Women initiative, and deepens our community presence in greater Chicagoland—all while keeping client service at the center.”

Founded in 2005 by Shari Greco Reiches and David Rappaport, RRCM was built on the foundation of comprehensive financial planning and disciplined investment management. The firm has cultivated a strong presence in the Chicago metro area and is distinguished by its community involvement and mission of aligning clients’ planning with their core values.

Reiches and Rappaport will become partners at EP Wealth, and both will assume the role of Regional Director. Financial Advisors Stephen M. Reiches, Kristyn Gibson and Liz Xilas will also become partners of EP Wealth, while Karen Asbra will assume an Executive Director role. In total, 15 RRCM team members are joining the EP Wealth family.

A majority of the firm’s advisors are women, a distinction that aligns with EP Wealth’s emphasis on inclusive, values-driven growth. Reiches will also assume a leadership role in EP Wealth’s Investing in Women initiative.

“We’re incredibly proud of the firm we’ve built over the past two decades,” said Reiches. “We have always had a focus on empowering and educating women about money, and with EP, we will have an even larger impact.”

“This partnership brings new resources to our team and new opportunities for our clients,” added Rappaport. “We’re excited to join a firm that shares our vision for excellence and long-term client success.”

Kyle Miller, EP Wealth’s Managing Director of Mergers & Acquisitions, facilitated the transaction. “We are thrilled with the alignment between our two firms,” said Miller. “From our first conversations with Shari and David, it was clear they embody the values and culture we seek in our partnerships.”

Republic Capital Group served as the exclusive financial advisor to RRCM.

RRCM is EP Wealth’s seventh partnership of 2025. Financial and legal terms of the transaction were not disclosed.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment advisor and financial planning firm with more than 54 offices across 19 states. Managing over $36.4 billion in assets as of June 30, 2025, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm, which is employee-owned, led and operated, offers a wide range of services, including financial, tax and estate planning, as well as investment management. EP Wealth is financially supported by Berkshire Partners, a leading private investment firm based in Boston. Headquartered in Torrance, California, EP Wealth is led by CEO Ryan Parker, along with Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, Brian Parker, CFP® and Executive Chair Patrick Goshtigian, CFA.

For more information, visit www.epwealth.com and follow EP Wealth on LinkedIn and Facebook.

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