NBS Financial Services
NBS Financial Services was a small, privately-held investment advisory firm founded in 1981 in Westlake Village, California, that was acquired by EP Wealth Advisors in 2024. Post-acquisition, its clients are served by the retained advisory team within EP Wealth's nationwide RIA platform.
- Company typePrivate
- Founded1981
- HeadquartersWestlake Village, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What NBS Financial Services does
NBS Financial Services was a privately-held investment advisory firm founded in 1981 and headquartered in Westlake Village, California, operating with 1–10 employees. In 2024, the firm was acquired by EP Wealth Advisors (under its EWM M&A LP roll-up vehicle), a Registered Investment Adviser founded in 1999 that has grown from two founders to over 500 employees serving more than 15,000 households nationwide. NBS clients continue to be served by the same advisory team post-acquisition while gaining access to EP Wealth's full wealth management platform.
The combined platform offers a comprehensive suite of financial services including financial planning (with Financial Health Assessment, Life Transition Planning, fiduciary services, asset allocation, equity investments, executive compensation, and special needs planning), retirement planning (Defined Contribution, 403(b), IRA, 401(k), retirement income planning), investment management (portfolio review, capital gains tax management, withdrawal advice), estate planning (trusts, wills, charitable giving), tax planning (including tax loss harvesting), divorce financial planning, business planning (debt analysis, risk management, buy-sell agreements, succession), and family office services for ultra-high-net-worth clients. Technology consists of a conventional wealth management platform with an integrated client portal (emaplan.com) and e-statements; no proprietary AI/ML capabilities are documented.
The business model is recurring advisory fees charged by EP Wealth as an RIA and NAPFA member operating under a fiduciary standard. Distribution occurs through a network of 40+ advisor offices across 24+ U.S. states and supported by content marketing (webinars, newsletters, blog), social media, and client referral networks. As of the acquisition, NBS no longer operates as an independent entity.
NBS Financial Services firmographics
Firmographics- Name
- NBS Financial Services
- Legal name
- NBS Financial Services
- Website
- https://nbscompanies.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- NBS Financial Services was a small, privately-held investment advisory firm founded in 1981 in Westlake Village, California, that was acquired by EP Wealth Advisors in 2024. Post-acquisition, its clients are served by the retained advisory team within EP Wealth's nationwide RIA platform.
- Ownership category
- akta.pro rank
Where NBS Financial Services is headquartered
LocationHeadquarters
- HQ city
- Westlake Village
- HQ country
- United States
- HQ region
- North America
Offices18 records
Markets served
NBS 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
- Wealth Management Advisory Fees: EP Wealth generates revenue through advisory fees charged to clients for financial planning and investment management services. As a Registered Investment Adviser (RIA) and NAPFA member, the firm operates as a fiduciary, providing objective financial advice. Services include family office services, retirement planning, investment management, estate planning, tax planning, and business planning.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
NBS Financial Services product offering
Product offeringCore offering
NBS Financial Services is a financial advisory firm that provides wealth management and financial planning services to individual clients. Following its acquisition by EP Wealth Advisors, clients continue to be served by the same advisory team and gain access to a comprehensive suite of services including financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, and business planning.
Product overview
NBS Financial Services was a financial advisory firm that has been acquired by EP Wealth Advisors. The combined entity offers a comprehensive suite of wealth management services through a unified advisory platform. The core offerings include Financial Planning (encompassing Financial Health Assessment, Life Transition Planning, Fiduciary Services, Asset Allocation, Equity Investments, Executive Compensation, and Special Needs Financial Planning), Retirement Planning (covering Defined Contribution Plans, 403(b) Plans, IRAs, and 401(k) Plans), Investment Management, Estate Planning, Tax Planning (including Tax Loss Harvesting), Divorce Financial Planning, Business Planning, and Family Office Services for high-net-worth clients. Client Education & Content resources including webinars, newsletters, and educational materials are also provided. NBS Financial Services clients now have access to EP Wealth's full suite of services while being served by the same advisory team.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive wealth management services for ultra-high-net-worth individuals and families, offering integrated financial planning, investment management, and estate planning.
- High Net Worth Advisors Specialized advisory services for high-net-worth clients providing personalized wealth management strategies and investment solutions.
- Financial Planning Comprehensive financial planning services including Financial Health Assessment, Life Transition Planning, Fiduciary Services, Asset Allocation, Equity Investments, Executive Compensation, and Special Needs Financial Planning.
- Divorce Financial Planning Specialized planning for divorce situations including Pre-Divorce Budgeting, Post-Divorce Budgeting, Spousal Maintenance Payments, Tax Implications, Spousal Benefits, Primary Residence, Inheritance and Beneficiaries, Child Support, and asset division services.
- Retirement Planning Retirement planning services covering Defined Contribution Plans, 403(b) Plans, IRAs, Retirement Income Planning, Retirement Accounts, and 401(k) Plans.
- Investment Management Investment management services including Portfolio Review, Capital Gains Tax Management, and Withdrawal Advice.
- Estate Planning Estate planning services including Charitable Giving, Real Estate Transfer, Living Will, Revocable Living Trust, Power of Attorney, Certificate of Trust, Pour-Over Wills, and Charitable Remainder Trusts.
- Tax Planning Tax planning services including Tax Loss Harvesting strategies to minimize tax liability.
- Business Planning Business planning services including Debt Analysis, Risk Management, Buy-Sell Agreements, Real Estate Analysis, Business Transition and Succession, and Real Estate Investing.
Companies that use NBS Financial Services
Customer profileSegments4 records
Ideal customer profiles3 records
NBS Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
NBS Financial Services partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights4 records
NBS Financial Services competitors and assessment
Company assessmentBroad incumbents
- Cetera Financial Group: Large retail-facing RIA/network supporting thousands of individual financial advisors with wealth management, retirement, and planning infrastructure. Competes for the same advisor talent and HNW clients as EP Wealth, but at materially greater scale.
- Edelman Financial Engines: National RIA formed through the combination of Edelman Financial and Financial Engines, serving mass-affluent and HNW clients with financial planning and asset management. Overlaps with EP Wealth/NBS in planning-led RIA services at a meaningfully larger scale.
- Commonwealth Financial Network: Large independent broker-dealer/RIA supporting a national network of financial advisors offering planning and investment services. Overlaps with EP Wealth in advisor acquisition and HNW client acquisition, though broader and larger.
Direct peers
- Mercer Advisors: National RIA that has grown substantially by acquiring independent advisory firms, offering comprehensive financial planning, investment management, and family office services to HNW clients. Direct comparable to the EP Wealth/NBS combined model.
- Focus Financial Partners: Pure-play RIA consolidator that acquires and partners with fiduciary wealth managers like NBS, providing capital, compliance, and technology infrastructure while preserving advisor autonomy — the public-market archetype of EP Wealth's acquisition model.
- Carson Group: RIA and coaching/tech platform serving financial advisors, with M&A history of acquiring small advisory firms and providing them with back-office, investment, and growth resources — a similar acquisition-led approach to scaling an advisory practice.
- EP Wealth Advisors: Acquirer of NBS Financial Services and the platform into which NBS was integrated; provides the same fiduciary, planning-first wealth management services that NBS clients now access across 18+ U.S. metro offices. Operating as the parent entity for NBS.
- Mariner Wealth Advisors: Large national RIA built primarily through an aggressive M&A rollup of advisory firms of similar size to NBS, serving HNW individuals with comprehensive financial planning, investment management, and tax services — directly comparable business model and acquisition strategy to EP Wealth's NBS deal.
- Cerity Partners: Wealth management and business advisory firm serving HNW individuals and families through a combination of organic build and acquisitions, with services spanning financial planning, investment management, tax, and estate — comparable HNW focus and M&A history.
- Creative Planning: Nationally recognized RIA that has scaled via both organic growth and acquisition of smaller advisory firms, offering wealth management, retirement, tax, and estate planning — closely parallels EP Wealth's rollup playbook and service breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
NBS Financial Services social profiles
Digital presenceNBS Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
NBS Financial Services leadership team
Management profileNumber of profiles
Profiles2 records
NBS Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NBS 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 NBS Financial Services
What does NBS Financial Services do?
NBS Financial Services is a financial advisory firm that provides wealth management and financial planning services to individual clients. Following its acquisition by EP Wealth Advisors, clients continue to be served by the same advisory team and gain access to a comprehensive suite of services including financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, and business planning.
Is NBS Financial Services a public or private company?
NBS Financial Services is a private company. It is classified as corporate owned and is currently acquired.
When was NBS Financial Services founded?
NBS Financial Services was founded in 1981. It employs 1 to 10 people.
Where is NBS Financial Services based?
NBS Financial Services is headquartered in Westlake Village, United States, in the North America region.
How does NBS Financial Services make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are NBS Financial Services's main competitors?
Broad incumbents on record are Cetera Financial Group, Edelman Financial Engines and Commonwealth Financial Network. Direct peers are Mercer Advisors, Focus Financial Partners, Carson Group, EP Wealth Advisors, Mariner Wealth Advisors, Cerity Partners and Creative Planning.
Does NBS Financial Services have an API?
No public API is recorded for NBS Financial Services.