Naples, FL Office

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.