A complete list of active advisors currently associated with Epic Financial, LLC

Warmer can help you find a great advisor at Epic Financial, LLC or one who fits your needs even better.

Epic Financial provides investment supervisory services and financial planning to individual and high‑net‑worth clients, managing approximately $43,846,638 in discretionary assets across about 59 client relationships. Services include ongoing portfolio management, one‑time and retainer financial planning engagements, and the ability for clients to impose reasonable account restrictions. The firm’s investment approach is grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, emphasizing strategic asset allocation, the use of mutual funds and ETFs, cost awareness, and long‑term horizons. Epic Financial offers discretionary management, uses block trading for execution, and selects custodians and execution venues based on a combination of execution quality, service, and platform capabilities. Distinctive operational features disclosed in the brochure include the recent engagement of Orion Portfolio Solutions as an unaffiliated sub‑adviser to provide trading and investment services and the fact that all reported assets are managed on a discretionary basis. The firm also states it does not vote client proxies and typically does not provide its own written account reports, practices that differ from many peers in this adviser category.

To learn more about the advisors currently working at Epic Financial, LLC, 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.