Experienced advisor brings financial planning and leadership expertise

EP Wealth Advisors, LLC (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”), today announced that Seth Davis, CFP®, has joined the firm as Partner, Senior Wealth Advisor in Denver.

Davis brings extensive experience in financial services and wealth management, including advising client relationships with a specialty in working with entertainers and executives. Throughout his career, he has also held leadership responsibilities within wealth management, including helping establish financial planning standards, mentoring junior advisors and associates, and helping develop an offering focused on younger investors in the wealth accumulation stage.

“Seth brings the combination of deep planning expertise, leadership experience and commitment to clients that aligns well with how we continue to build EP Wealth,” said Ryan Parker, Chairman and CEO of EP Wealth Advisors. “We’re excited to welcome him to the firm and to continue strengthening our presence in Denver.”

As Partner, Senior Wealth Advisor, Davis will work with clients to develop and implement comprehensive wealth management strategies while drawing on EP Wealth’s broader financial planning, investment management, tax and estate planning capabilities.

“I’m excited to join EP Wealth and become part of a firm with significant resources and expertise while maintaining a strong focus on the individual client relationship,” said Davis. “I look forward to working alongside the Denver team and colleagues across EP to help clients navigate increasingly complex financial decisions.”

Davis holds the CERTIFIED FINANCIAL PLANNER™ certification and Certified Private Wealth Advisor® designation and earned a Bachelor of Science in Accounting from Binghamton University. He is a current member of the Investments & Wealth Institute and has previously been affiliated with the Financial Planning Association and National Association of Personal Financial Advisors. Outside of work, he enjoys softball, baseball, tennis, gardening, cooking and traveling with his family.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment advisor and financial planning firm with more than 65 offices across 23 states. Managing over $50.4 Billion in assets as of August 31, 2026. EP Wealth has helped families across the country pursue their financial goals for more than 25 years. The firm offers a wide range of services, including financial, tax, and estate planning, as well as investment management. Headquartered in Torrance, California, EP Wealth is led by Chairman & CEO Ryan Parker and COO Jorge Bernal, with active engagement from its Co-Founders, Derek Holman, CFP®, AIF®, and Brian Parker, CFP®. EP Wealth is backed by two private equity investors, Berkshire Partners and Ares Management. For more information, visit EP Wealth’s website and follow EP Wealth on LinkedIn and Facebook.

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