EP Wealth Advisors Appoints Seth Davis in Denver
The fee-only registered investment adviser brings on a new partner and senior wealth adviser to expand local services.
Updated on Oct. 23, 2026 in Financial Planning
EP Wealth Advisors has hired Seth Davis as a partner and senior wealth adviser to work out of its Denver office. Davis will focus on developing and implementing comprehensive wealth management strategies for the firm's clients.
Why it matters
The addition of a senior adviser with specialized credentials allows the firm to enhance its local capacity for delivering integrated financial planning and investment management.
Seth Davis brings professional expertise through his CFP and Certified Private Wealth Advisor credentials to the firm. His background includes a bachelor's degree in accounting from Binghamton University and membership in the Investments & Wealth Institute.
The players
EP Wealth Advisors
A fee-only registered investment adviser that provides financial planning and wealth management services.
Seth Davis
A financial professional holding CFP and Certified Private Wealth Advisor credentials who joins the firm as a partner.
The details
Davis will utilize the firm's full suite of services, including tax and estate planning, to support clients in the Denver area. His role involves leading strategy implementation to ensure personalized financial outcomes for the firm's client base.
Timeline
October 23, 2026: Announcement date for the new hire at the Denver office.
Market Dynamics
The firm continues to scale its operations by aligning with standards established by the Investments & Wealth Institute. This move mirrors broader trends in the advisory sector toward recruiting highly credentialed talent to compete in saturated wealth management markets.
Clients in the area may now access Davis for expanded wealth management and estate planning strategies. Investors should evaluate how this leadership change affects their existing financial plans or service expectations.
The takeaway
Adding senior partners with dual certifications is a common strategy for firms aiming to deepen client trust. Individuals looking for advisory support should verify the credentials of their primary contact to ensure they meet their specific planning needs.
Further reading
Learn more about the local financial sector in the Denver Financial Planning section.
Source note: This article includes information reported by ColoradoBiz.
