Fee-Only Planning

EPIC Advisors, Inc. a Registered Investment Advisor, provides "fee-only" financial and wealth planning services for domestic and international individuals, families, businesses and philanthropic organizations. The Advisory services and techniques are designed for wealth holders with assets in excess of $10 million.

EPIC Advisors also works closely with large and small companies to offer a full range of planning services for their personnel, including small group and individual counseling for executives, both in person and by way of online seminars and teleconferences, as well as more streamlined financial planning services for larger groups of employees and line staff.

EPIC Advisors does not sell financial products or insurance, provide investment advice or money management services.

EPIC Advisors was born out of 20 years of observing that too often wealthy clients' plans are "tax-driven," "technique-driven," piecemeal or reflect the prejudices of the client's attorney, insurance agent, CPA or investment advisor and are not founded on the client's own values.

EPIC Advisors provides a different philosophy and approach, based on the assumption that the foundation of wealth planning is to articulate the wealth-holder's values. The initial planning phase is a process that both clarifies and focuses those values. Once the values and priorities have been established, we provide cutting-edge strategies to bring the financial plan into alignment with those values.

In order to offer the client the "best of the best" of both ideas and expertise, EPIC Advisors operates in a unique structure by engaging and coordinating national and international experts from a broad range of backgrounds and disciplines to examine and evaluate individual planning techniques and the integration of those techniques into a comprehensive plan. The client's existing advisors may be part of the planning team by suggesting approaches and participating in the shaping of the final program.

Ultimately, the role of EPIC Advisors is to help you to define your goals and make sure that the plan that gets implemented accomplishes those goals within your risk profile and appetite for simplicity, flexibility or complexity that you have determined.

EPIC Advisors also provides for an annual update to review potential changes that may affect the existing plan, whether a change in family, economic, political, health, or other circumstances.