EP Wealth Advisors LLC acquired Lafayette, Calif.-based Personal Financial Consultants Inc., a financial planning and investment management firm.
Financial and legal terms of the deal were not disclosed.
Personal Financial founder Loren Kayfetz and partner Jonathan Spector will each assume the role of vice president and wealth adviser at EP Wealth. The remaining employees of Personal Financial will also join EP Wealth.
The acquisition, which closed Aug. 19, will increase EP Wealth's assets under management by more than $200 million.
