Broker Check

Our Firm

Welcome to Epsilon Financial Group

Epsilon Financial Group, Inc. provides financial planning, investment management, and wealth management advisory services to individuals and couples who are committed to building out, preparing for, and then living into a secure retirement. Wherever you are on this journey – still working, preparing for retirement, already in retirement, or just wanting to learn more about personal finance – we can help you have greater confidence that your retirement plan will remain robust for a lifetime.

Client Centered

We provide the framework and context through the planning process that leads our clients to financial decisions that support their personal goals. Our working relationship is based on collaboration and trust. The unique needs of each client require their own customized solutions. The result of the comprehensive planning process leads to greater financial organization, empowerment, confidence, and ultimately, peace of mind.

As independent, fee-only advisors, Epsilon Financial Group objectively guides clients on financial matters. We recommend financial strategies and structure investment portfolios that are consistent with the unique goals and priorities of each client. Our financial advice is based on long-standing academic research and the latest techniques in modern finance. We value and maintain academic education and professional credentials supported by extensive continuing education.

We work to a fiduciary standard with every client; as fiduciary advisors, we must put our clients’ interests first. As financial advisors in practice for more than 30 years, we maintain a strong commitment to our clients, our profession, and our community.

The Epsilon Name, Explained

Why do we have a spiral as a symbol in our logo and website?

It comes from a strong historical and mathematical background.

The spiral is often called the Fibonacci Spiral that was developed by Leonardo Bonacci of Pisa, a twelfth-century Italian mathematician, considered by many historians to be the most talented Western mathematician of the Middle Ages.

Fibonacci is remembered for two important contributions to Western mathematics: helping to spread the use of Hindu systems of writing numbers in Europe (e.g. 0,1,2,3,4,5, etc.) in place of Roman numerals (e.g. I, IV, V, VI, IX, etc.), and developing the series of numbers which define the spiral that occurs so very often in nature (the Fibonacci Sequence).
The number series that describes the spiral and its significance was later adopted and further developed by Blaise Pascal, a seventeenth-century French mathematician, who created Pascal’s Triangle and its importance in probability theory.

Within the architecture of the spiral lies the foundation for the Golden Mean, a ratio which has proven to be significant in many natural, biological, and architectural designs.

We have chosen our firm name “Epsilon” because of its use in statistical analysis to indicate how well a mathematical formula explains an analysis. Our objective is to explain as much as possible to our clients, enlisting them as partners in their success, and enabling them to make sound financial decisions.

Suggested Content

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Learn More
Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
Learn More
Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More