A complete list of active advisors currently associated with Epoch Family Wealth

Warmer can help you find a great advisor at Epoch Family Wealth or one who fits your needs even better.

Epoch Family Wealth provides investment advisory and financial planning services to high‑net‑worth individuals, charitable organizations, and corporate clients. The firm advises on a range of investments — including ETFs, mutual funds, equities, fixed income, REITs, and real estate interests — and also offers hourly financial planning and consulting. The firm combines multiple analysis methods (charting, technical, fundamental, cyclical analysis and Modern Portfolio Theory) to tailor portfolios to client objectives and risk tolerance, and it generally favors ETFs as primary recommendations. Although discretionary management is available, a substantial portion of the firm’s assets have historically been managed on a non‑discretionary basis, so clients often retain final approval of transactions. Compared with many independent advisers, Epoch Family Wealth’s predominance of non‑discretionary AUM and its focus away from lower‑net‑worth retail individuals are notable. The firm’s small client base, ETF‑focused implementation, and the advisor’s separate licensure to sell commissionable insurance products (a disclosed conflict of interest) are additional operational features that differentiate it from larger peers.

To learn more about the advisors currently working at Epoch Family 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.