EP Wealth Advisors Expands Denver Wealth Management Team
The firm adds a new partner to oversee wealth, tax, and estate planning services for local clients.
Updated on Oct. 23, 2026 in Financial Planning
EP Wealth Advisors has appointed Seth Davis as a partner and senior wealth adviser in Denver. This move adds to the local firm's roster of professionals providing financial planning and investment management services for clients.
Why it matters
Changes in wealth management leadership can influence how local households access specialized financial planning, tax strategies, and estate management. For Denver investors, these staffing shifts mark changes in the team composition overseeing their long-term savings and financial goals.
Seth Davis joins the firm as a partner with dual professional credentials as a CFP and Certified Private Wealth Advisor. His addition to the Denver office brings expanded expertise in wealth management strategies to the local firm.
The players
EP Wealth Advisors
A fee-only registered investment adviser providing comprehensive financial, tax, and estate planning services to households.
Seth Davis
A newly appointed partner and senior wealth adviser who holds CFP and Certified Private Wealth Advisor professional credentials.
The details
As a fee-only registered investment adviser, EP Wealth Advisors utilizes a team-based approach for client financial planning. Davis will leverage the firm's integrated service model, which encompasses tax planning, estate planning, and investment management, to build tailored strategies. Clients working with the firm can expect these services to be coordinated through their designated wealth management team.
Timeline
October 23, 2026: Official publication of the hiring announcement.
Money Landscape
The move reflects a wider industry shift where wealth management firms are prioritizing the consolidation of tax, estate, and investment services under one roof. This trend aligns with a growing preference among households for simplified, comprehensive financial planning.
If you are evaluating your wealth management team, review whether your current financial plan integrates tax and estate considerations with your investment strategy. Always consult with a qualified financial or tax professional to ensure your adviser's service model aligns with your specific household requirements.
The takeaway
When professional leadership changes at your advisory firm, use the opportunity to request a review of your current financial plan and tax strategy. Ensure that any team managing your wealth maintains the specific credentials—such as CFP or CPWA—that match your complexity of needs.
Further reading
To better understand how to select a professional for your long-term goals, visit Financial Planning.
Source note: This article includes information reported by ColoradoBiz.
