Rappaport Reiches Capital Management is a Chicago-area wealth management and financial planning firm founded in 2005 by Shari Reiches and David Rappaport, serving affluent clients throughout the Midwest. The firm manages more than $1.2 billion in client assets.

EP Wealth Advisors is a fee-only registered investment advisor and financial planning firm with more than 54 offices across 19 states, managing approximately $36 billion in client assets. Following the transaction, Rappaport Reiches Capital Management’s team joined EP Wealth’s growing national platform.

Republic Capital Group served as the exclusive investment banking advisor to Rappaport Reiches Capital Management, guiding the firm through the process of identifying EP Wealth Advisors as its ideal strategic partner.