EPI Financial Group

Overview

EPI Financial Group is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and acts as a capital allocator in its advisory activities. Its primary services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as fixed and other fee structures. The firm does not identify as an active ESG investor and is not reported as a multi-state or pension consulting adviser. An insurance company affiliation is listed among its industry ties.

Assets & Accounts

Public Holdings

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Location & Offices