Company Profile

EPIC FINANCIAL is a Southern California based firm serving domestic and international clients. Our clients include public and private companies as well as high income and high net worth individuals, executives, professionals and entrepreneurs.

We are career specialists in estate planning, executive compensation, wealth transfer, wealth accumulation, charitable planning and employee benefits.

Each of our specialists has over 20 years of experience and is backed by a local team as well as a national network of affiliates and other professionals.

Working with leading tax advisors, innovative proprietary software and planning concepts, EPIC FINANCIAL provides a comprehensive integrated approach for the individual, the family, foundations and businesses.

This unique structure guarantees depth of expertise, cutting-edge products, sophisticated design and creative problem solving regardless of size or complexity of the case. It allows EPIC FINANCIAL to serve a range of companies and individuals on a local, national and international basis.

Our clients' privacy is very important to us. Please see our Privacy Policy for information regarding our commitment to protecting your privacy.

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Investment Advisory Services offered through
Epic Wealth Advisors, Inc., a Registered Investment Advisor.
EPIC Wealth Advisors is registered to offer securities in the State of California.

EPIC Financial Insurance Services does business as EPIC Financial.