How We Help

Epple Financial Advisors (EFA) provides comprehensive, Fee-Only financial planning and ongoing wealth management services for families, business owners and dentists who are looking to delegate some level of responsibility for managing their financial affairs. These people recognize they don't have the requisite skill set to effectively manage their finances and investments, or they are simply choosing to delegate this task to a trusted advisor.

 

Every relationship begins with discovery: We discover where you are today and where you would like to be in the future. You discover if we are a good fit for you and what it is like to work with us.

 

The SMART Decision Process makes discovery possible by providing a complimentary, one-to-one SMART Starter Session. We work with you during the session to discover your current situation, explore your best opportunities and identify the best strategies and tools to help you achieve your goals.

 

After your complimentary Starter Session, you will be able to decide if there is value in going forward.

 

Financial planning and investment management for families carries with it a unique set of circumstances and considerations that focus on family safety, security, and values. It is our experience and our passionate belief that a family that does a good job of managing its financial opportunities and resources passes not only physical wealth to each successive generation, but more importantly, equips each generation with the means to achieve its full potential.

 

Owning a business can be akin to taming wild horses. Some days you can barely hang on, some days you do not want to even get on, while on the best days you exercise your courage, skill and determination to get the job done. The last thing you need is to face turmoil in your financial planning and investment management. In addition to creating a plan that works, our goal is to do whatever it takes to simplify the achievement of your financial goals so you can pour everything you can into the success of your business.

 

Building a professional practice that provides superior care is a unique challenge that takes commitment and focus. Being distracted by financial and investment management issues, and having to deal with multiple advisors, can have a significant, negative impact on your ability to develop and sustain a practice you are proud to own.

 

That’s why we have created an alliance of top professionals to assist with all aspects of your financial world. We are able to choose and coordinate from among these advisors to improve the quality the business planning we provide. Because we are compensated on a Fee-Only basis, we are able to act as a fiduciary for our clients (always in your best interests). This setup allows us to recommend other advisors who best meet your needs or we can work with existing advisors. In each instance, we are accountable to making sure all aspects of your plan are covered and recommendations implemented.

 

 

We utilize a team approach in analyzing and planning a client’s long-term goals, investment portfolio, cash flow and income needs, taxes, and estate plan.  Recommendations are based solely on your specific needs, circumstances and goals. As independent financial advisors, we are held to a fiduciary standard in all of our dealings with our clients, meaning that we are legally obligated to put your interests first.