As a fiduciary, Epic Financial, LLC  provides fee-only financial planning and investment management to clients in northeast Ohio and across the country virtually. We are an independent firm whose entire focus is on our clients, and what is best for them.

The only compensation we receive is directly from our clients. We do not receive commissions, referral fees, or third-party incentives of any kind, and our clients know the cost before starting the process.

Our clients are mid to high-income professionals, small business owners and hard workers wanting to make sure they’re making the right decisions to secure their financial futures. They know there are things they may be missing and want someone to provide a second opinion.

Focused on Financial Planning

Financial planning and investment management are often used interchangeably. But, selecting appropriate investments is only one part of becoming successful. We believe doing the right thing with your money is not exclusive to which investments you should use.

We provide comprehensive financial planning, which can include services such as: cash flow, retirement planning, debt management, estate planning, insurance planning, tax planning, mortgage analysis, career planning, and investment management.

Experienced

We’ve been providing fee-only financial advice for more than a decade to clients from diverse backgrounds.

We know a lot, but the most important thing experience teaches is that we can’t know it all. We are dedicated to continually learning and building relationships with other professional experts so our clients get the best advice possible.

Credentialed – CFP®

The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning. In order to obtain the CFP® designation an advisor must:

  • Possess a college degree
  • Complete CFP® specific coursework
  • Have a minimum of 3 years of professional experience
  • Pass a comprehensive exam
  • Maintain continuing education credits
  • Adhere to strict ethics requirements