Michael Richard Barber

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 → 05/2018
  Michigan State University
  East Lansing, MI
• 05/2016 → 09/2016
  Executive Wealth Management
  Brighton, MI
• 05/2017 → 09/2017
  Executive Wealth Management
  Brighton, MI
• 05/2020 → 12/2020
  Executive Wealth Management
  Northville, MI
• 05/2018 → 12/2022
  Private Client Services
  Northville, MI
• 05/2018 → 05/2020
  Executive Wealth Management, Llc
  Brighton, MI
• 01/2021 → 12/2024
  Exectuive Wealth Mangement, Llc
  Brighton, MI
• 01/2025 → 04/2026
  Ep Wealth Advisors, Llc.
  Northville, MI
• 04/2026 → Present
  Ep Wealth Advisors, Llc
  Northville, MI

Previous Registrations

• 2020-05-21 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
  Northville, MI

Other Businesses

1) MRB Professional Services - Not investment related, 501 Alexander Commerce Township, MI 48390, Professional Services tax and accounting, Member, Start Date 10/16/2020, 8 HRS/MO, 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-21

Other Names

• Mike Barber
• Michael Barber