Epona Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individual clients and also serves charitable organizations, providing financial planning and portfolio management services. The principal holds a Certified Divorce Financial Analyst credential and incorporates divorce-related financial analysis into planning for clients facing separation or similar transitions.
In managing client portfolios the firm uses separately managed accounts and, atypically for peers, may employ borrowing within those accounts as part of investment implementation. The advisor also offers educational seminars and workshops to clients and the broader community to explain planning concepts and investment decisions.
The principal brings decades of industry experience and professional credentials (CFP®, CDFA™) while retaining responsibility for ownership, compliance and advisory functions; the firm describes policies and selective outsourcing to mitigate conflicts that can arise from combined roles. Compared with similar independent advisers, its work with nonprofit clients, routine public education programming, and the use of leverage in SMAs are distinguishing operational features.
Client services
Expertise
Main office
Millington NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Epona Financial Solutions · Epona Financial Solutions, 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)