EPI Financial Group

Overview

EPI Financial Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It operates as a capital allocator—using outside managers when appropriate—and bills clients through a mix of percentage-of-AUM, fixed, and other fee arrangements. EPI is not an active ESG investor, does not present itself as a multi-state adviser, and reports an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices