TailoredResponsible, objective, and goal-driven advice.
AttentiveA wealth of resources that matter to you.
IndependentUnaligned with any broker, dealer or bank.
Fee-BasedNo commissioned financial products. No indirect compensation.
Epoch will help you make the decisions you deserve.
A compelling value proposition. A breadth of resources. A personal approach. Epoch Consulting Group offers intelligent and reasonable-risk plan consulting and wealth management with your goals in mind.
Over the long term, markets have a measure of predictability; however, over the short to medium-term they can surprise investors. The security markets can and do go to extremes.Read More
Epoch provides investment advisory services to affluent individuals, accredited investors, and clients with trust and estate related needs. In addition, Epoch offers consulting Read More
Our mission is to build and preserve employee wealth for retirement by providing you with the tools and knowledge needed to make good decisions. Recent legal challenges and reguRead More
Epoch Consulting Group is an independent registered investment advisor providing pension consulting services to retirement plans and private wealth management services to corporate executives, retirees, and families.
The firm is a 100% fee-for-service investment consulting firm that specializes in partnering with employers to manage successful retirement plans. We work with individual investors to design and implement long-term wealth management strategies.
Thank you for your interest in our firm.
Identify your current situation and opportunities.
Understand how to address your investment needs.
Put into place a scalable solution that meets your financial objectives.
We’ve formed a committee, but what is there to review? First, start with an agenda. The agenda is the first step in engaging in a prudent process and it is evidence that a Committee is performing its duties. While there is no agenda that fits everyone, there are items that everyContinue Reading →