A complete list of active advisors currently associated with EPI Financial Group

Warmer can help you find a great advisor at EPI Financial Group or one who fits your needs even better.

EPI Financial Group is a fee-based advisory firm that provides portfolio management, financial planning, and referrals to third‑party money managers for individuals, trusts, estates, and charitable organizations. The firm manages roughly $8.6 million for about 65 clients and primarily serves non‑high‑net‑worth individual clients rather than a high‑net‑worth clientele. EPI typically delivers investment management through sub‑advisor and third‑party money manager arrangements on the AE Wealth Management platform and acts as the client liaison to those managers while retaining authority to select or replace sub‑advisors. Financial planning and consulting are offered on a fixed‑fee basis and accounts are reviewed periodically, with custodians providing client statements and the firm not routinely voting client proxies. What distinguishes EPI from many team firms is its reliance on third‑party managers and referral/revenue‑sharing arrangements with those managers, together with incentive programs tied to placement of assets with certain managers. Several of the firm’s investment advisor representatives also maintain an affiliated insurance practice through EPI Protection LLC and spend a substantial portion of their time on insurance activities, a structural feature that the firm discloses as a potential conflict of interest.

To learn more about the advisors currently working at EPI Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.