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Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
For more than 40 years, First American Bank has been focusing on building long-term relationships with customers through high-quality solutions and exceptional service.
Markesan State Bank is one of the leading companies in the Financial Services sector.
The Centreville National Bank of Maryland is a Centreville, MD-based company in the Financial Services sector.