Gather Financial Services

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.

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

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

• Financial planning services
• Wealth management advisory
• Retirement planning services
• Investment advisory services
• Estate planning services

Headquarters

HQ city

Falmouth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Core 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

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• EP Wealth AdvisorscoreStrategic or Co-development PartnerGather 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

Broad 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

• YouTubeyoutube.com/@epwealthadvisors
• Facebookfacebook.com/gatherfinancialplanning
• LinkedInlinkedin.com/company/ep-wealth-advisors
• Instagraminstagram.com/ep.wealth.advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gather Financial Services