Who We Are

Epsilon Financial Group, Inc. provides wealth management advisory services to individuals, trusts and institutions. We help clients organize, plan and manage their wealth to achieve their lifetime goals. As independent, fee-only advisors, Epsilon Financial Group advises and guides clients in an objective manner while focusing on the client’s personal wealth management needs to advance their long-term financial goals. At Epsilon Financial Group, longstanding evidence-based research and the latest techniques of modern finance drive our recommended wealth management strategies. We value an academic approach to finance and maintain professional credentials supported by extensive continuing education and personal study. As financial advisors with over 60 years combined experience implementing the principles of modern finance, we maintain a strong commitment to our clients, our profession and our community.