Mark Andrew Rich

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 10/2024
  Gather Financial Planning, Inc.
  Falmouth, ME
• 05/1995 → 10/2024
  Willis Towers Watson
  Boston, MA
• 10/2024 → Present
  Ep Wealth Advisors,Llc
  Falmouth, ME

Previous Registrations

• 2015-11-09 → 2025-01-22
  Gather Financial Planning
  Falmouth, ME

Other Businesses

1995-Present: Towers Watson & Co./Not investment related/Boston, MA/Risk management and human resource consulting firm/Senior Consultant./May involve up to 90% or more time each month, including during traditional market hours.//

Designations

• Certified Financial Planner