EP Wealth Announces Partnership with Thompson Wealth Management
EP Wealth is partnering with Thompson Wealth Management. This new addition brings over $300 million in assets under management (AUM) to EP Wealth.
Founded in 2010, the firm has grown into an independent advisory practice that specializes in serving federal employees.
Founder and CEO Neal Thompson, along with his team of six, will join EP Wealth as part of its growing Arizona footprint, led by Regional Directors M.J. Nodilo and Adrian Larson.
“When I started Thompson Wealth Management, I wanted to build the kind of firm I’d trust with my own family’s dreams, and that standard drives everything we do,” said Thompson. “Our team walks into the office every day with a clear purpose: to help our clients build a future they love. Joining EP Wealth is our path to deliver on that commitment at an even higher level.”
“We’re pleased to welcome the Thompson team to EP Wealth,” said Steve Beals, EP Wealth’s Central Division Leader. “Their planning-first approach and commitment to modernizing the client experience align well with our platform and our values.”
“This partnership strengthens EP Wealth and expands our ability to serve more families across Arizona,” said Ryan Parker, CEO of EP Wealth. “Neal Thompson and his team bring deep experience supporting federal employees, and we’re excited to help them build on that foundation with the resources, technology, and advanced capabilities of our Arizona network.”
This marks EP Wealth’s third partnership of 2026. Financial and legal terms of the transaction were not disclosed.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.