A complete list of active advisors currently associated with Epoch Wealth Management
Warmer can help you find a great advisor at Epoch Wealth Management or one who fits your needs even better.
Epoch Wealth Management serves individuals and U.S.-based businesses with a range of financial planning and advisory services, offered in comprehensive, modular, hourly or retainer formats. The firm refers clients to pre-screened third‑party investment managers to implement portfolios and does not manage client assets directly. The firm’s process centers on detailed planning work—cash‑flow and debt analysis, tax and estate planning, retirement projections using Monte Carlo simulation, employee benefits review and implementation guidance—delivered through a secure client portal and periodic reviews. When investment implementation is needed, the firm conducts due diligence on recommended third‑party managers and performs annual reviews, while clients retain final discretion over implementation decisions. What distinguishes this firm from many peers is that it does not use percentage‑of‑assets (AUM) fees or provide in‑house portfolio management; instead it relies on fixed planning fees, retainers and hourly billing and receives a portion of asset‑based fees from recommended third‑party managers, a relationship the brochure discloses as a potential conflict. The firm operates as a solo advisory practice that emphasizes electronic delivery (no paper forms) and provides a branded client portal for document access and ongoing engagement.
To learn more about the advisors currently working at Epoch Wealth Management, 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 |
|---|---|---|
Chagrin Falls, OH
| 10
|
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