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 provides financial planning and discretionary investment management to individuals (including high-net-worth clients), retirement plans, trusts, estates, and other entities. The firm operates as a small team and delivers both comprehensive financial planning and ongoing portfolio management services, sometimes on a stand‑alone basis. EPIC implements a strategic investment approach with a tactical overlay, primarily using model portfolios composed of mutual funds, ETFs and, when appropriate, individual securities, with periodic rebalancing. The firm typically allocates client assets to third‑party Sub‑Advisors for day‑to‑day management and monitors accounts on at least a quarterly basis while retaining ongoing authority to hire or terminate Sub‑Advisors. Distinctive features include an affiliated insurance agency and insurance‑licensed representatives who may recommend insurance products and, in some cases, custom collateralized loans to finance insurance purchases—practices that create potential conflicts of interest and additional client considerations. EPIC also relies heavily on a single Sub‑Advisor for primary management and back‑office services and holds a small minority equity interest in that Sub‑Advisor, and its custodial arrangement provides access to an institutional platform that the firm must maintain at a specified asset level to retain.

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.