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

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

Epic Wealth Management serves individual clients — including high-net-worth households — as well as charitable organizations, corporations and business owners. The firm provides discretionary and non-discretionary portfolio management alongside financial planning services such as rollover recommendations, investment tax planning, estate planning and retirement income planning. The firm develops an individualized Investment Plan through client discussions, long-term cash-flow projections and ongoing risk conversations, then implements an asset allocation with regular monitoring and rebalancing. Its stated strategy set includes both long- and short-term purchases and more active techniques such as option writing and margin trading, and the brochure notes tax considerations are reviewed though tax efficiency is not the primary management objective. Alongside its retail practice, Epic’s regulatory disclosures show it also serves several institutional client types that are uncommon for firms of this size — including banks, insurance companies, state or municipal governments, sovereign wealth entities and other investment advisers — and the firm operates a wrap-fee program. The brochure also discloses the firm’s participation in a Raymond James service program for custody, execution and research support, which may provide technology and research benefits the firm uses across client accounts.

To learn more about the advisors currently working at Epic Wealth Management, 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.