EPI Financial Group

Overview

EPI Financial Group is an independent, individual-owned registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM charges, fixed fees, and other fee types. The firm identifies as a capital allocator and is affiliated with an insurance company. It does not identify as an active ESG investor and is not listed as a multi-state adviser; the year of SEC registration is not provided in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives