Epic Wealth Advisors, Inc.

EPIC Wealth Advisors is a small advisory firm that provides retirement and financial planning and asset‑allocation advice to individuals and high‑net‑worth families. Rather than directly managing client portfolios, the firm uses risk‑analysis tools and refers clients to unaffiliated third‑party investment advisers and insurance products for implementation.

The firm’s process centers on defining client goals, requiring a Riskalyze risk profile, and designing diversified allocations that may include tactical managers, real‑estate investments, and annuities; recommendations are summarized in written outlines and implementation checklists and reviewed at least annually. EPIC does not custody or directly trade client assets, and implementation and ongoing management are performed by the selected third‑party advisers.

Distinctive features disclosed in the brochure include formal solicitor agreements with third‑party advisers and an affiliation with insurance brokerages controlled by the firm’s principal, which can result in referral fees from advisers and commissions if clients implement insurance products through the affiliates. The firm also does not rely on percentage‑of‑assets‑under‑management advisory fees, and it discloses related conflicts of interest and client protections in its Form ADV.