A complete list of active advisors currently associated with The Estate Planners Group

Warmer can help you find a great advisor at The Estate Planners Group or one who fits your needs even better.

The Estate Planners Group provides discretionary portfolio management and financial planning to individuals, including high‑net‑worth clients, and manages roughly $421–422 million for several hundred client accounts through a six‑advisor team. In addition to advisory services, the firm runs fee‑based financial and retirement planning classes open to the public on college campuses and facilitates insurance solutions through licensed representatives. EPG constructs individualized investment policies and typically implements them on a discretionary basis, emphasizing fundamental analysis and diversification across equities, fixed income, mutual funds, and alternative investments consistent with modern portfolio theory. The firm also recommends and monitors third‑party investment managers when appropriate, conducts quarterly written reviews, and supplies consolidated reporting and portfolio analysis tools. What distinguishes EPG from many peers is its affiliated private‑fund activity and related arrangements: the firm is affiliated with Hamilton Asset Advisers and xE Fund MGR (and related advisory entities) that sponsor and manage private real estate and credit funds, and EPG may solicit qualified clients to invest in those funds while, in some cases, waiving its management fee on client investments in affiliated vehicles. Combined with the firm’s public educational workshops and the fact that some advisers are licensed to sell insurance products (receiving customary commissions), this mix of fund sponsorship, adviser affiliations, public seminars, and insurance activity is less common among similar team‑based advisory firms.

To learn more about the advisors currently working at The Estate Planners Group, 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.