Epsilon Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$602,936,234
Clients
428
Advisors
5
across 2 offices
About
Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations and other business entities. The firm offers portfolio management, comprehensive written financial plans and project-based consulting tailored to client‑selected topics.
Investment recommendations are grounded in Modern Portfolio Theory and typically emphasize diversified mutual funds and ETFs, with individual securities and fixed‑income investments considered at client request. Epsilon uses third‑party platforms that incorporate AI, machine learning and probabilistic modeling to assist with data aggregation and quantitative research, while stating that licensed advisory professionals review and approve all strategies and do not rely exclusively on AI.
Noteworthy aspects of the firm include a hybrid advisory model—EFG discloses managing both discretionary and non‑discretionary accounts and maintains limited trading authority for rebalancing while clients may retain final decision‑making—and a practice where the firm’s principals are the sole reviewers of client accounts. The brochure also discloses a formal subscription to the Institute for the Fiduciary Standard’s Best Practices, use of third‑party AI vendors with associated risk disclosures, and a policy of not accepting proxy‑voting authority.
Client services
Expertise
Fee options
Fixed fees for projects such as financial plans, ranging from $1,000 to $10,000 depending on complexity
$0+: 0.5% annually maximum (maximum of 0.5% per year, quarterly billed at a maximum of 0.125% per quarter) +: Fee negotiable depending on account size
$300 per hour
Account minimum: $250,000 Fee-only: Financial plan fees range from $1,000 to $10,000 depending on complexity; hourly rate of $300 per hour available
Main office
See office2801 Waterman Blvd., Suite 250
Fairfield CA 94534
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Florida · Idaho · Nevada · Oregon · Texas · Washington
Also doing business as
Epsilon Financial Group, Inc. · Mark Scott Sievers · Sievers Financial Advisors · Sievers Financial Consultants
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael H
Series 63, Series 66
Fairfield, CA
Epsilon Financial Group, Inc.
Michael Hathaway is a financial advisor at Epsilon Financial Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Epsilon Financial Group since 2018. Prior to that, he was employed at The Prudential Insurance Company of America and Pruco Securities, LLC, and was self-employed for four years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm emphasizes portfolio management and comprehensive financial planning based on Modern Portfolio Theory and integrates AI and machine learning tools alongside professional oversight.
Mark S
CFP®, Series 63
Fairfield, CA
Epsilon Financial Group, Inc.
Mark Sievers is a CFP® and Series 63 designated advisor with 23 years of industry experience. He has been with Epsilon Financial Group, Inc. since 2005. Outside of his advisory work, he is the owner of Il Fiorello Olive Oil Company. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities, emphasizing diversified portfolios typically composed of mutual funds and ETFs. The firm uses a hybrid advisory model supported by AI-driven platforms and licensed professionals who oversee all investment strategies.
Peter M
CFP®
Fairfield, CA
Epsilon Financial Group, Inc.
Peter Mattei is a CFP® professional with 12 years of industry experience. He has been with Epsilon Financial Group, Inc. for 16 years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s approach is grounded in Modern Portfolio Theory, emphasizing diversified mutual funds and ETFs, and incorporates AI and machine learning tools alongside professional oversight.
Dennis P
Series 63
Naples, FL
Epsilon Financial Group, Inc.
Dennis Park is a financial advisor with Epsilon Financial Group, Inc. in Naples, FL, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Epsilon Financial Group since 2005. Epsilon Financial Group provides advisory and consulting services to individuals, corporations, and other business entities, focusing on portfolio management, financial planning, and project-based consulting. The firm employs a hybrid advisory model and integrates AI and quantitative research tools while ensuring licensed professionals review all strategies.
Leo M
Series 66
Fairfield, CA
Epsilon Financial Group, Inc.
Leo Martinez is a financial advisor at Epsilon Financial Group, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2003 to 2005. Martinez also has longstanding involvement with various insurance carriers and property management through Bridge Property Management. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s investment approach combines Modern Portfolio Theory with diversified mutual funds and ETFs, supported by AI and machine learning tools, while ensuring that licensed advisors review all strategies.
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