EPI Financial Group

Overview

EPI Financial Group is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm bills on a percentage-of-AUM basis (with other fees also possible) and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. The firm identifies itself as a capital allocator and maintains an affiliation with an insurance company, which aligns with its use of annuity products. EPI does not position itself as an active ESG investor and is not registered to operate across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices