A fee-only financial advisor helping you make the most of your money.

EPIC FINANCIAL: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, AND WEALTH MANAGEMENT FOR

Independent Professionals

You’re blazing your own path in your chosen career. Navigate the decisions of more complex financial terrain with an experienced guide.

    • Taxes
    • Stock Options
    • Increased Income
    • Benefits Review
    Sounds like me

    Police Officers & Firefighters

    You serve and protect your community and those around you every day. Let us help you protect your financial life and utilize the benefits available to you.

      • DROP
      • Pensions
      • 457(b)
      • S.S. (WEP/GPO)
      Sounds like me

      Entrepreneurs & Business Owners

      When you’re the boss, unique challenges and decision fatigue are nothing new. Plan for your future and create a legacy for you and your business.

        • Retirement Savings
        • Taxes
        • Succession
        • Employee Compensation
        Sounds like me

        Near-retirement & Retirement

        Considering retirement is exciting! It can also be nerve-wracking. Proceed with the confidence of a retirement income plan and never look back.

          • Social Security
          • 401(k), IRA, & Roth Conversions
          • Pensions
          • Legacy & Estate
          Sounds like me

          Epic Financial has been featured in these publications

          MEMBER OF

          Certified Financial Planner™

          The CFP® or Certified Financial Planner™ designation is recognized as one of the highest standards of excellence.

          Smart, credentialed, and experienced.

          National Association of Personal Financial Advisors

          The country’s leading professional association of fee only financial advisers—highly trained professionals who are committed to working in the best interests of those they serve.

          North East Ohio Fee-Only Financial Advisors

          A group of Cleveland-local financial planning experts who are passionate about helping their clients reach their goals.

          You don’t know what you don’t know.

          And, let’s face it, managing your finances can be complex. You don’t need to learn another language to put your money to work for you. That’s why Epic exists:  to take the guesswork out of managing your money and put you back in the driver’s seat toward your goals and dreams.

          Hi, I’m Trace.

          I’ve been providing financial planning and investment advice for the past decade. I started as a financial analyst at a nationally recognized, high net worth wealth management firm in Akron. At the age of 27 I was the Director of Wealth Management, managing more than 100 million dollars in client portfolios. I learned a lot about what makes someone successful and found that by putting transparency and honesty to work, we can shut down the complexity that often surrounds the industry and give roadmaps to financial success to everyone who wants one.

          Trace Tisler, CFP®

          Founder, CEO and head honcho. Trace meets with clients personally and handles the ins and outs, ups and downs of all client planning and implementation (he’s the Certified Financial Planner). Can often be found nerding out over spreadsheets.

          • Beach or mountains? Mountains. In a camper.
          • Can’t be interrupted when: Radiolab is playing.
          • Favorite beer: Bells Two Hearted Ale
          • Best fly fishing spot: Frying Pan in CO
          Trace Tisler - Owner, Epic Financial, LLC

          Epic Financial, LLC | Hudson, Ohio

          Epic Financial, LLC is a Hudson, OH Fee Only Financial Planner serving the entire northeast Ohio area including Akron, Aurora, Chagrin Falls, Cuyahoga Falls, Stow, and Twinsburg. We specialize in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Trace Tisler is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

          Born from an entrepreneurial spirit, Epic provides solid financial advice to individuals and families unimpressed with the leather and mahogany at their “father’s financial advisor” and tired of multi-level-financial-marketing dinners and sales pitches.

          We don’t charge sales commissions or referral fees. We never receive kickbacks. Our primary focus is to help you take control of your finances, reduce anxiety and ultimately achieve your financial goals.

          Let’s get in touch.

          Send us a message

          Schedule a meeting

          A free “get to know you” meeting with Trace.

          Schedule a meeting

          Call our office

          Call our office to speak directly with Trace.

          (330) 331-0629