A complete list of active advisors currently associated with Epiphany Health & Wealth

Warmer can help you find a great advisor at Epiphany Health & Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Epiphany Health & Wealth, 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.

Name	Location	Years of experience
Duane Mc Vane	Green Bay, WI	0

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