Broker Check

Wealth Management

Personal Financial Planning and Wealth Management

Epsilon Financial Group provides comprehensive wealth management advisory services to employees, independent contractors, professionals, business owners, retirees, and their families. We help clients organize, plan and manage their wealth to achieve their unique goals. Our solutions are customized to each client’s individual spectrum of financial planning needs.

We provide ongoing financial advice to help clients achieve their goals. Financial decisions impact other aspects of a financial picture. We encourage our clients to communicate with us regarding all of their financial issues to fully integrate solutions with needs.

We provide advice in the following areas of:


We work with clients to develop an overall understanding of how the global capital markets operate generally, how financial returns are determined largely by the amount of related risk, and how investors can reap the rewards of investing as long as they are willing and able to accept the risks that go along with investing in the financial markets. We develop investment portfolios that are tailored to a client’s unique investment time horizon, goals and constraints We monitor and maintain these portfolios over time to ensure they continue to meet our clients’ unique needs, as they progress through the various life stages.

We work with clients to understand their retirement investments, any pension or retirement plans to which they have vested interests through their employment, and Social Security, as it applies to their personal situations. With a broad understanding of these retirement cash flows “in”, and in consultation with clients to understand their goals for (and planned expenses in) retirement (cash flows “out”), we help our clients make sound financial decisions in planning for this significant milestone.

We do not prepare tax returns for clients. Through our professional and continuing education, we remain aware of the significant tax effects on investments and family wealth, and work with clients to implement strategies to optimize after-tax wealth.

We are not attorneys, and we do not prepare estate plans. Through our professional and continuing education, we remain aware of recent innovations in estate planning techniques, and we work with local attorneys specializing in Estate Law in order to provide coordinated service to our clients.

We are not licensed to sell insurance, and we do not sell insurance or related products. Through our professional and continuing education, we are able to work with our clients within a comprehensive planning process to identify key areas of risk, and identify representative insurance techniques and products that could serve to manage these risks to levels our clients find acceptable.

We understand that higher education represents an important goal for many individuals and families, and can also have a significant impact on financial resources. We work with individuals and families who are currently struggling to manage education debt, as a part of their overall financial and wealth picture. We also work with individuals and families who are planning for future educational activities (usually for their children and grandchildren), and who want to consider the impact on their financial situation of paying for them, and strategies for planning ahead to do so most efficiently.

A significant factor in a family’s long-term wealth and financial health is their ability to save regularly. We work with clients to understand their monthly cash flows, and to help them develop spending targets and savings strategies that help them achieve their financial goals.


As independent, fee based financial planners we are not limited by particular company products in addressing our client financial needs. Our solutions are based on what makes the most sense for our clients and offers the greatest probability of success.

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