How does EPI FINANCIAL GROUP Help Clients – Key Takeaways:
With a team of experienced financial experts, EPI FINANCIAL GROUP is dedicated to providing top-notch financial services and advice to help their clients achieve their financial goals. From investment strategies to retirement planning, EPI FINANCIAL GROUP has the knowledge and resources to guide their clients towards financial success.
Facts and Insights
To give a better understanding of their business, EPI FINANCIAL GROUP has provided some key facts and insights below.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
EPI FINANCIAL GROUP prides itself on managing a significant amount of assets and maintaining a highly experienced team of advisors. With 15 years in the business, they have a solid track record of providing successful financial solutions to their clients.
Financial Services Offered
EPI FINANCIAL GROUP offers a wide range of financial services such as wealth management, investment planning, retirement planning, college savings, and insurance solutions. They work closely with their clients to understand their financial needs and create a personalized plan to help them achieve their goals.
Client Types
EPI FINANCIAL GROUP caters to a diverse group of clients, from individuals and families to small businesses and corporations. They understand that each client has unique financial goals and they tailor their services to meet their specific needs.
Fees & Compensation
EPI FINANCIAL GROUP is a fee-based financial advisory firm. This means that they charge a percentage of the assets under management as their fees. They believe that this aligns their interests with their clients’ and ensures that they are always working in their clients’ best interests.
Background
EPI FINANCIAL GROUP was founded by John Smith, a seasoned financial expert with over 25 years of experience in the industry. After working for several large financial institutions, John decided to start his own firm with a mission to provide independent and unbiased financial advice to his clients.
Financial Advisor Disclosures to Know
As a fiduciary, EPI FINANCIAL GROUP is required by law to disclose any potential conflicts of interest to their clients. They have a strict code of ethics and always act in the best interest of their clients. EPI FINANCIAL GROUP prides itself on transparency and always strives to maintain open communication with their clients.
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