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Who We Serve & How We Can Help

Who We Serve & How We Can Help

June 01, 2021

Finances can be a major cause of stress. Finding the time and resources to build and manage your wealth confidently can be a challenge. Even harder is understanding how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long term.

At Epsilon Financial Group, we understand how difficult it is to find the time and energy to devote to necessary tasks, such as planning for retirement, which can be overwhelming. Our mission is to help you make sound financial decisions. Our role is to provide you with effective strategies for the financial challenges you face in your everyday life. By allowing us to take care of the intricacies of financial planning and investing, you can devote more time to your family and passions in life. We are a resource you should use.

What We Do

Founded more than 30 years ago, Epsilon Financial Group is an independent, fee-only advisory firm with experienced and caring advisors who are committed to doing what is best for their clients and going the extra mile to ensure they stay on track toward their goals. We know that life is full of decisions, and often financial decisions are the most stressful and overwhelming. Our goal is to equip, support, and guide you to make sound financial decisions so you can walk toward your future with excitement, not worry. Confidence in your decisions leads to peace of mind. 

How We Work

Our comprehensive process delves into goals-based income planning, portfolio management, tax efficiency, estate planning, and insurance planning. We start with an in-depth look at your needs, concerns, goals, and dreams so we can build a strong foundation for your plan. We provide actionable steps to implement your plan, even coordinating with your other professionals to ensure your estate or tax plan aligns with the plan we design for you. And because life continues to change and evolve, we regularly monitor your plan and adjust to ensure you stay on track toward your personal goals. 

Who We Serve

While we serve a variety of clients, such as pre-retirees, retirees, corporate executives, and professionals, one thing is true for all of them: they want to partner with someone who provides clarity, objective advice and helps create a long-term plan that leads to a secure retirement where they won’t run out of money.

Our clients know that there is more to money than just a number to attain. It transcends customary numbers and graphs. They want a financial plan that aligns with their values and lifestyle. That is why we go beyond expectations and provide education, resources, and ample explanations in clear language so they can learn how to manage their finances well, and how to make sound financial decisions.

The Epsilon Difference

You don’t have to look hard to find a financial advisor, but it may be more difficult than you think to find one who will actually advise you, not just show you a bunch of strategies and expect you to know what to do with them. Because of our customized approach, we guide our clients to options that benefit them most. Our clients know they can rely on us to truly listen and give them the knowledge they need to fulfill their goals in a comprehensive way. We pride ourselves on our proactive, authentic approach, and the invaluable clarity we bring to client’s financial lives.

Our Goal for You

We at Epsilon Financial Group want you to experience and enjoy financial confidence so you can spend your precious time and energy doing what you love. If you’re ready to take the next step, schedule an introductory consultation by reaching out to me at Mark@wealthmatters.com or by calling (707) 428-5500.

About Mark

Mark is President and founding principal of Epsilon Financial Group, Inc., an independent, fee-only wealth management firm. With over 35 years of experience, Mark strives to help his clients make sound financial decisions and navigate complex financial situations. Mark is passionate about providing services that add value to his clients’ lives and help them achieve financial peace of mind as they pursue their goals. He is known for his extra efforts and first-class service on behalf of clients. Mark has a bachelor’s degree in engineering from the U.S. Air Force Academy and an MBA in finance from the University of California, Berkeley. He is an Accredited Investment Fiduciary Analyst (AIFA), Certified Investment Management Analyst (CIMA®), Certified Investment Management Consultant (CIMC), and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. To learn more about Mark, connect with him on LinkedIn.