Epona Financial Solutions

Overview

Epona Financial Solutions is a small independent RIA that serves individual and family clients with discretionary portfolio management and comprehensive financial planning. The firm leans on a fee model that combines a percentage of assets under management with hourly charges for planning work and educational engagements. Its advisory scope includes portfolio management for individuals and small businesses and client-facing educational workshops, indicating a mix of ongoing investment oversight and ad hoc planning engagements. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios, with discretionary management across all reported assets. The firm is not positioned as a multi-state or ESG-focused advisor and does not operate as a capital allocator; rather, it sources alternative strategies through third-party managers. The client base is small and concentrated, which points to a high-touch service model and customized portfolio construction rather than mass-market, model-driven solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices