A complete list of active advisors currently associated with Epona Financial Solutions

Warmer can help you find a great advisor at Epona Financial Solutions or one who fits your needs even better.

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.

To learn more about the advisors currently working at Epona Financial Solutions, 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
Claudia Mott	Millington, NJ	14

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