We work with independent advisors managing $30 million to $200 million in AUM in greater Atlanta and across the country who want stronger infrastructure to serve clients well, now and in the future.
Scale and support without losing the practice your clients know.
East Paces Group gives advisors a flexible path to succession, growth, or retirement while providing clients the resources of a sophisticated wealth-management firm and the personal attention of a boutique practice.
With approximately $750 million in assets under management, EPG has the resources and stability of a larger firm while keeping advisors and clients known personally.
EPG can support compliance, trading, reporting, billing, technology, investment administration, and other back-office work so the advisor can spend more time with clients.
Clients gain deeper planning, institutional-quality investment management, alternative investments, estate-planning coordination, and a broader team behind them.
Whether the right path is an immediate sale, merger, gradual transition, or multiyear succession plan, the structure can reflect the advisor’s goals, staff, and client base.
Joint meetings, thoughtful communication, gradual team introductions, and continued advisor involvement can make the transition feel like a continuation of the advisor’s work.
EPG can help an advisor reduce operational burden and keep building, whether retirement is near, years away, or not the immediate goal at all.
A decision guide for separating a growth, capacity, operations, succession, valuation, or continuity problem before choosing a path forward.
What a preliminary valuation discussion covers, what to bring, and why it can be useful before an advisor is ready to pursue a transaction.
Questions to assess a successor firm's planning style, investment philosophy, service model, culture, compliance, technology, and legacy fit.
A client-centered communication plan covering why the transition exists, what remains consistent, who will care for clients, and how the timeline unfolds.
A due-diligence preparation guide for household relationships, meeting notes, revenue, service tiers, fee schedules, and missing relationship context.
How to prepare key employees through role clarity, client-facing training, retention planning, and thoughtful communication around a future transition.
How team introductions, meeting notes, documented preferences, and repeatable service standards can reduce founder risk while retaining warmth.
A framework for documenting client segments, review cadence, deliverables, exceptions, staff ownership, and communication standards before a transition.
The relationship, operating, and financial factors - from retention and concentration to margins, team structure, and founder dependency - that shape value beyond revenue.
