Providing financial planning, investment management, and wealth management for…

Financial Planning for Young Professionals

Young Professionals

Sounds Like Me

Whether you are a few years in or just starting your career, reap the benefits of planning early.

Pre-Retirement & Retirement

Sounds Like Me

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

Financial Planning for midlife midcareer

Mid-Life & Mid-Career

Sounds Like Me

Like diet and exercise, some things just need a tweak when you hit your 30s and 40s!

As Seen In

Member of

Trace Tisler CFP(r)

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.

Epic Financial, LLC XY Planning Network

Financial Planning For  Gen X, Gen Y & Millennials

An  international group of financial advisors dedicated to providing financial literacy and fee only planning to younger generations often overlooked and undeserved by their “father’s financial advisor.”

Epic Financial, LLC | Hudson, OH

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. Epic Financial specializes 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.

Schedule a free "get-to-know-you" meeting.