A complete list of active advisors currently associated with Eppes Wealth Management
Warmer can help you find a great advisor at Eppes Wealth Management or one who fits your needs even better.
The firm provides fee-only investment management and financial planning to individuals and high-net-worth individuals, offering both ongoing and project-based planning alongside portfolio management for traditional securities such as stocks, bonds, mutual funds, ETFs, and municipal securities. It accepts clients without a stated account minimum and provides services on discretionary and non-discretionary bases. The firm’s investment approach combines Modern Portfolio Theory with fundamental analysis to create asset-allocation driven portfolios that frequently use mutual funds and ETFs to implement passive exposures; account supervision is guided by client objectives, risk tolerance, and tax considerations. It generally exercises limited discretionary trading authority, conducts quarterly account reviews, relies on an independent institutional custodian for trade execution and reporting, and does not provide separate in-house performance reports beyond custodian statements. Operating as a recently established, very small independent adviser—managing roughly $1.7 million across nine clients—the firm is owner-operated and may deliver owner-led, personalized service but with fewer institutional resources than larger peers. Distinctive features include a formal policy against block (aggregate) trading, a recent simplification and reduction of advisory and planning fees, and a principal who brings a non-traditional professional background while pursuing formal financial planning credentials.
To learn more about the advisors currently working at Eppes 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 |
|---|---|---|
Satellite Beach, FL
| 2
|
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”)