Epiphany Wealth Management

Epiphany Wealth Management is a single‑advisor independent advisory firm that provides ongoing discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), small businesses, and charitable organizations. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and delivers regular portfolio monitoring and reporting.

The firm’s investment approach blends fundamental and quantitative analysis with a primary emphasis on long‑term, long‑only portfolios while allowing shorter‑term trades when fundamental conditions change. Epiphany typically manages accounts on a discretionary basis, monitors accounts at least weekly, and requires clients to use a designated third‑party custodian for execution and reporting.

A distinctive aspect of the firm is that its principal is a Certified Public Accountant; the brochure discloses the advisor’s accounting credentials and notes that no accounting services are provided that would create a conflict of interest. The firm manages roughly $30.1 million across about 53 client accounts, uses Interactive Brokers as its required custodian, and discloses the possible acceptance of research or services from brokers (soft‑dollar benefits), practices that are less common among solo independent advisers.