A complete list of active advisors currently associated with Epsilon Financial Group, Inc.

Warmer can help you find a great advisor at Epsilon Financial Group, Inc. or one who fits your needs even better.

Epsilon Financial Group provides investment advisory and consulting services to individuals (including high-net-worth clients), corporations, and other business entities. The firm offers discretionary portfolio management, comprehensive written financial planning and project-based analyses, and does not maintain custody of client assets. EFG’s investment approach is grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, using asset-allocation models and client-specific investment policy statements to shape diversified portfolios. The firm generally recommends mutual funds and ETFs but will work with individual equities, municipal and corporate bonds, and other fixed-income products at a client’s request, and implements agreed-upon rebalancing and trading under limited trading authority. Noteworthy aspects disclosed in the brochure include a formal subscription to the Institute for the Fiduciary Standard’s Best Practices and reliance on an institutional custodial relationship with Charles Schwab that provides services to the firm as well as clients; EFG discloses the resulting potential conflicts and explains its procedures for addressing them. The firm also documents business continuity procedures, uses solicitor/promoter referral agreements, does not vote client proxies, and manages over $600 million in client assets with a small multi-advisor team.

To learn more about the advisors currently working at Epsilon Financial Group, Inc., 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.