Epiphany Health & Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Epiphany Health & Wealth serves individual and high‑net‑worth clients, offering ongoing portfolio management alongside standalone financial planning and related services such as life/disability insurance review and non‑advisory health coaching. The firm documents client circumstances and prepares written Investment Policy Statements to align investments with goals, time horizon, and risk tolerance.
Its investment process covers a broad set of instruments—mutual funds, ETFs, fixed income, real estate funds, commodities and non‑U.S. securities—and uses a mix of analytic techniques (charting, cyclical, fundamental, quantitative, technical and modern portfolio theory) with a long‑term trading orientation. Portfolios are monitored regularly and the firm states a policy of fair and equitable allocation of investment opportunities among clients.
Notable differences from many peers include the use of fixed fees for financial planning, an affiliation with insurance activities where supervised persons may receive commissions (a disclosed conflict of interest), and an explicit combination of individual portfolio management with health coaching services. The brochure also notes the firm does not act as a private fund adviser and does not participate in wrap‑fee or performance‑based fee programs.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $5,000 (negotiated fixed fee)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.51%
Main office
Green Bay WI
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Epiphany Health & Wealth · Mcvane Advisory Services · Mcvane Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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