EPIPHANY FINANCIAL COACHING

Overview

Epiphany Financial Coaching is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines traditional financial planning and portfolio management with education — producing written material and running seminars and workshops — and also functions as an insurance broker and seller of other financial products. Its fee model is flexible, blending percentage-of-AUM fees with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and one-off planning or coaching assignments. Investment behavior shows a clear preference for equities, with discretionary management concentrated in exchange-traded equities. The adviser does not position itself as an ESG-focused investor and operates without multi-state adviser registration, suggesting a largely local client footprint and a hands-on service model under individual ownership.

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Location & Offices