Better Money Decisions LLC (BMD), a registered investment adviser with its principal offices in Santa Fe, New Mexico, has sold certain of its assets and business to EP Wealth Advisors (EP Wealth), a leading fee-only registered investment adviser.
Founded in 2015, BMD has earned a strong reputation for building authentic client relationships grounded in trust, care and clarity. Its team of advisors is recognized for simplifying complex financial decisions and helping clients achieve confidence and success in their financial lives. BMD is also distinguished for its thoughtful approach to serving women navigating major life transitions, including divorce and retirement, with individualized attention and expertise.
This marks EP Wealth’s eighth strategic partnership of 2025. Financial and legal terms of the transaction were not disclosed.
Warner represented BMD in the transaction. The Warner team was led by Linda Paullin-Hebden and Robert Cambridge and included Sean Cook, DeAndre’ Harris and Lauren Moine.
Advisor Growth Strategies served as exclusive financial advisor to BMD.
Warner’s Mergers and Acquisitions (M&A) Practice Group
As part of one of the largest and most successful law firms in Michigan, Warner’s M&A group draws upon more than 85 years of experience to successfully and efficiently handle a wide range of M&A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.
Warner’s Funds and Investments Industry Group
As the only firm in the state of Michigan focused on the unique legal and compliance needs of investment advisers and broker-dealers, Warner regularly represents investment advisers in all their legal needs from guiding clients through the regulatory process to supporting our clients in acquisition or divestiture. Warner’s unique knowledge of the investment adviser industry ensures that Warner attorneys will safely steer you through every aspect of the investment adviser regulatory or transactional landscape.
