Gather Financial Services
Gather Financial Services, doing business as Gather Financial Planning, is a Falmouth, Massachusetts-based financial advisory firm providing personalized financial planning, retirement, estate, tax, and divorce planning services to individuals, families, and high-net-worth clients. In 2024 the firm was acquired by EP Wealth Advisors.
- Company typePrivate
- Founded1999
- HeadquartersFalmouth, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Gather Financial Services does
Gather Financial Services, doing business as Gather Financial Planning, was an independent registered investment advisory firm founded in 2002, headquartered in Falmouth, Massachusetts, with a headcount of 11–50 employees. The firm delivered personalized financial planning and investment advisory services to individual investors, families, high-net-worth clients, and individuals navigating major life transitions (e.g., divorce, retirement, career change), with specialized offerings in Comprehensive Financial Planning, Retirement Planning (401(k), 403(b), IRA, defined contribution), Investment Management (portfolio review, capital gains management, withdrawal advice), Estate Planning (revocable living trusts, charitable remainder trusts, power of attorney), Tax Planning (including tax-loss harvesting), Business Planning (buy-sell agreements, succession planning, real estate analysis), and Divorce Financial Planning (Certified Divorce Financial Analyst-led asset division, spousal maintenance, tax implications). Technology delivery centered on a third-party Tamarac client portal (gatherfinancialplanning.portal.tamaracinc.com) for 24/7 account access, e-statements, and portfolio reporting. The revenue model was advisory-fee-based (subscription/recurring), with pricing not publicly disclosed and fees likely AUM-based or retainer-based depending on client complexity and asset levels.
In 2024, Gather Financial Planning was acquired by EP Wealth Advisors, a larger national RIA founded in 1999 in San Diego, with a network of 60+ offices across 24+ U.S. states and a parent headcount of 400+ employees serving more than 15,000 households. The transaction positioned Gather within EP Wealth's planning-first platform while preserving the existing advisory team (Michael Goldman, Abby Morton, Elizabeth Williams) and granting Gather clients access to EP Wealth's expanded service suite, including Family Office Services, dedicated client service, educational webinars, the "Informed Investor" event series, and the Barron's Top 25 RIA-ranked brand equity. EP Wealth Advisors is privately held (CEO Ryan Parker), with no public ticker, no disclosed funding rounds, and no disclosed revenue figure; ownership prior to the Gather acquisition was internal. Operating post-acquisition, Gather operates as a sub-brand within EP Wealth's roll-up, with the same advisory relationships but rebranded distribution under the parent entity.
Gather Financial Services firmographics
Firmographics- Name
- Gather Financial Services
- Legal name
- EP Wealth Advisors
- Website
- https://gatherfinancialplanning.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Gather Financial Services, doing business as Gather Financial Planning, is a Falmouth, Massachusetts-based financial advisory firm providing personalized financial planning, retirement, estate, tax, and divorce planning services to individuals, families, and high-net-worth clients. In 2024 the firm was acquired by EP Wealth Advisors.
- Ownership category
- akta.pro rank
Gather Financial Services industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)
Keywords
Where Gather Financial Services is headquartered
LocationHeadquarters
- HQ city
- Falmouth
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Gather Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Revenue generated from financial planning and advisory services. Gather Financial Planning clients are transitioned to EP Wealth Advisors, continuing advisory relationships with the same advisors.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Gather Financial Services product offering
Product offeringCore offering
Gather Financial Services (DBA Gather Financial Planning) is a financial advisory firm that provides personalized financial planning, retirement planning, investment management, estate planning, tax planning, business planning, and divorce financial planning services. Following its 2024 acquisition by EP Wealth Advisors, it now operates as part of EP Wealth's nationwide registered investment adviser network, serving individual clients and families through dedicated advisors and a client portal.
Product overview
Gather Financial Services operates as part of EP Wealth Advisors, a planning-first financial services firm offering a comprehensive suite of advisory services. The platform provides Financial Planning as its core offering, supported by specialized modules including Retirement Planning, Investment Management, Estate Planning, Tax Planning, Business Planning, and Divorce Financial Planning. Additional services include Family Office Services and High Net Worth Advisors. Clients access the platform through a dedicated client portal at gatherfinancialplanning.portal.tamaracinc.com, and gain access to EP Wealth's full suite of services including educational webinars, Informed Investor events, quarterly newsletters, and regularly published articles.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Companies that use Gather Financial Services
Customer profileSegments3 records
Ideal customer profiles3 records
Gather Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Gather Financial Services partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EP Wealth AdvisorscoreGather Financial Planning has partnered with EP Wealth Advisors, joining the EP Wealth network. While the partnership may change the logo, clients continue to be served by the same great advisory team (Michael Goldman, Abby Morton, Elizabeth Williams), gaining access to EP Wealth's full suite of services including family office services, estate planning, tax planning, and dedicated client service.
Scale indicators3 records
Recent moves4 records
Expansion highlights6 records
Gather Financial Services competitors and assessment
Company assessmentBroad incumbents
- EP Wealth Advisors: Parent entity of Gather Financial Planning. A Top 25 Barron's RIA with 400+ employees and 15,000+ client households; directly comparable in service mix (financial planning, investment management, retirement, estate) and now serves as the parent platform for Gather.
- Creative Planning: Large national RIA providing comprehensive wealth management, tax, estate, and retirement planning — comparable in fiduciary, planning-first positioning but at significantly greater scale than Gather.
- Carson Group: National wealth management firm with a strong RIA partnership and acquisition strategy similar to EP Wealth's; offers financial planning, investment, and retirement services to individuals and small businesses.
- Mariner Wealth Advisors: Large RIA with family office, financial planning, tax, and estate services; competes for the same HNW and mass-affluent client base and uses a similar acquisition-driven growth strategy.
- Edelman Financial Engines: Large national RIA combining personal financial planning with workplace 401(k) advisory — comparable in retirement and comprehensive planning offerings for individual investors.
- Cerity Partners: Wealth management and advisory firm offering financial planning, investment management, tax, and estate services to HNW individuals and families — comparable in service mix and target client.
Direct peers
- Wealthspire Advisors: National RIA offering comprehensive financial planning, investment management, tax, and estate services to individuals and HNW families — same planning-first, fee-only model as Gather, comparable in services and target segments.
- Focus Financial Partners: Leading RIA partnership platform that acquires and supports independent advisory firms — direct structural peer to EP Wealth's acquisition model that absorbed Gather.
- Sanctuary Wealth: Wealth platform that partners with high-performing advisors and firms, providing compliance, technology, and investment infrastructure — closely mirrors the EP Wealth/Gather partnership structure.
Emerging players
- Facet Wealth: Digital-first RIA offering flat-fee financial planning to mass-affluent households — comparable end-customer segment to Gather but with a tech-driven, lower-fee model that pressures traditional RIAs.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Gather Financial Services social profiles
Digital presenceGather Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gather Financial Services leadership team
Management profileNumber of profiles
Profiles3 records
Gather Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gather Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Gather Financial Services
What does Gather Financial Services do?
Gather Financial Services (DBA Gather Financial Planning) is a financial advisory firm that provides personalized financial planning, retirement planning, investment management, estate planning, tax planning, business planning, and divorce financial planning services. Following its 2024 acquisition by EP Wealth Advisors, it now operates as part of EP Wealth's nationwide registered investment adviser network, serving individual clients and families through dedicated advisors and a client portal.
Is Gather Financial Services a public or private company?
Gather Financial Services is a private company. It is classified as corporate owned and is currently acquired.
When was Gather Financial Services founded?
Gather Financial Services was founded in 1999. It employs 11 to 50 people.
Where is Gather Financial Services based?
Gather Financial Services is headquartered in Falmouth, United States, in the North America region.
How does Gather Financial Services make money?
One revenue line is on record: financial Advisory Services.
Who are Gather Financial Services's main competitors?
Broad incumbents on record are EP Wealth Advisors, Creative Planning, Carson Group, Mariner Wealth Advisors, Edelman Financial Engines and Cerity Partners. Direct peers are Wealthspire Advisors, Focus Financial Partners and Sanctuary Wealth. Facet Wealth is listed as an emerging player.
Does Gather Financial Services have an API?
No public API is recorded for Gather Financial Services.
What industry is Gather Financial Services in?
Gather Financial Services's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAAAAG, Managed Accounts & Model Portfolios (SMA/UMA). Its NAICS code is 523940 and its SIC code is 6282.