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How EP Wealth Advisors Scaled to $32B Without Losing Its Soul
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Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real story here isn’t on the numbers, but the humility, partnerships, and radical rethinking of how wealth management firms grow.
In this episode, host Meg Carpenter talks with EP Wealth’s co-founder Brian Parker, CEO Ryan Parker, and Head of Marketing Jim Mocci about what it takes to grow with intention. They discuss EP's unique approach to M&A (they actually ban the word “acquisition”), why marketing isn’t just a support function but a driver of strategy, and how the firm has built scalable systems that still feel personal. Whether you’re hitting a growth ceiling or wondering how to scale without selling your soul, this conversation will give you a new blueprint.
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