Our mission is simple, to help you reach your financial goals and create the life you want. Our wealth management strategies are centered around individual clients and their specific needs. We listen, understand, and strive to ensure confidence in your financial decisions. As financial professionals, we are committed to acting in your best interest.
Wealth management is about more than just your assets. It's about creating a life you love and providing for those you care about. We're fundamentally different and believe that's what enables us to positively impact those we serve. There's power in working as a team. That's why our structure is different than most advising firms.
Wealth management is about more than just your assets. It's about creating a life you love and providing for those you care about. We're fundamentally different and believe that's what enables us to positively impact those we serve. There's power in working as a team. That's why our structure is different than most advising firms.
Services
We help clients pursue their financial goals through personalized, collaborative financial advising. Here, you're treated as a client of our entire firm, not just an individual advisor. As financial professionals, we are committed to acting in our client's best interest - always. It's our shared commitment to ensure you are heard, understood, and guided toward achieving your goals.
All financial advisors fall into two broad categories: Registered Investment Advisor (RIA) and/or broker-dealer. EPM Financial is considered a hybrid advisor of both types.
Broker-Dealer: A broker-dealer provides the infrastructure that facilitates investment trading (stocks, bonds, mutual funds, etc.) Broker-dealers are regulated by the Federal Industry Regulatory Authority (FINRA) and are held to a 'suitability standard' meaning their advice must be "suitable" for the client's needs at that particular time.
Broker-Dealer: A broker-dealer provides the infrastructure that facilitates investment trading (stocks, bonds, mutual funds, etc.) Broker-dealers are regulated by the Federal Industry Regulatory Authority (FINRA) and are held to a 'suitability standard' meaning their advice must be "suitable" for the client's needs at that particular time.
As investment advisor representatives, EPM Financial has a fiduciary obligation to our advisory clients to act at all times in the best interest of our clients. Along with periodic reviews throughout the year, we offer Account View, an online platform where you can see your portfolio performance and allocations.
