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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Derek Holman, CFP, AIF
Co-Founder and Managing Partner at EP Wealth


Derek Holman is co-founder and managing director of EP Wealth Advisors, focusing on working with clients in investment, retirement, estate, and tax planning strategies. With a B.S. in Business Administration, CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary designations, he understands the challenges faced by entrepreneurs, business owners, and individuals.

Under Derek’s 25 years of leadership, the firm has grown to close to $20B, the C-suite has evolved to better serve clients and advisors, two private equity partnerships have been put into place, and nearly 30 M&A transactions have been completed.

Agenda Sessions

  • Drivers of Valuation: How buyers and sellers view RIA valuations in the current market