TAKE CONTROL OF YOUR FINANCIAL STANDING
who is EPL INVESTMENT ADVISORY?
In his renowned book “Unshakable,” Tony Robbins sheds light on a distinctive and exclusive group of financial advisors known as Independent Fiduciary Advisors. According to Robbins, out of the approximately 308,000 advisors in existence, a mere 1% fall under the category of Independent Fiduciary Advisors. We take immense pride in being part of this esteemed group here at EPL Investment Advisory.
EPL Investment Advisory, LLC is an Independent financial services and financial consultant firm dedicated to helping our clients meet their long term objectives. When working with a financial professional it is important that all the moving parts of your plan are working together, and we at EPL Financial are committed to making that happen at the highest level.
Based in Mesa, AZ, we serve our local Arizona community for business owners and individuals throughout Arizona, and beyond with our extensive cloud based capabilities and software.
In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.
Our goal is to safeguard the dreams that you strive to achieve and the assets you have worked so hard to accumulate. Through comprehensive, objective advice we utilize time tested investment strategies designed to meet your risk tolerance and hedge against market volatility, as well as help establish layers of insurance to protect against circumstances beyond your control. We are focused on providing long term strategies to allow you to realize your financial dreams.
When can I retire?"…"How much should I save?"…"How much can I spend?" “Should I sell my Real Estate”,”How do I minimize my taxes” – all these may seem daunting, especially in light of increasing complexity in markets and tax regulations. So we can specify decisions such as refinancing a home or timing the receipt of Social Security benefits. Our process is designed to address all of these concerns in the context of the client’s big picture. We develop a cohesive roadmap for each client, always prepared for course adjustments as goals and needs change.
EPL Investment Advisory is a Fee Only firm. No commissions just unbiased advice and guidance.
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Wealth Management
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Trust & Trust Accounts
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IRA
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401k & 403B Accounts
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Tax Free Rollovers
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Defined Benefits Accounts
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IRA, Roth Accounts & SEP Plans
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Estate Planning
RIA stands for Registered Investment Advisor. A fiduciary standard of management
RIA’s provide financial advice for a fee and are regulated by either the Securities and Exchange Commission or the state in which it is registered.
Assets are held by Charles Schwab. The fiduciary standard is a higher level of care.
OUR TEAM
A great business starts with a great team!
Our team consists of licensed, quality, professional and friendly members always ready and available to assist.
