epic
   Epic Financial
Epic Financial

Strategic Alliances  Strategic Alliances

Consider partnering with EPIC Financial to enhance your professional practice and expand your business and revenues. We specialize in advanced wealth and tax planning for affluent clients, executives, and business owners.

Our turnkey program has been approved by the California Society of Certified Public Accountants, though we work with professional firms and businesses like yours in all states. Along with our broker-dealer and attorneys, we have all the agreements and protocols in place to start you on your way to growing your practice.

You can choose to work with us on either a revenue-sharing or non-revenue-sharing basis. Both options allow for maximum flexibility in offering your clients unparalleled expertise in:


  • Wealth Management
  • Estate Planning
  • Tax Planning
  • Executive Compensation
  • Group Benefits
  • Business and Corporate Planning
  • Investment and Asset Management
Strategic Alliances

At EPIC, we have 20 years of experience in advising businesses and clients. During that time, we have established close working relationships with an extensive list of reputable companies.

For more information about joining that select group, explore the menu to the left. Or contact us to arrange a telephone or in-person consultation.