Epic Financial, LLC

More Info

A fee only financial planner and investment manager.

General Info

Hi! I’m Trace Tisler, CFP® founder of Epic Financial, LLC. Epic was started to give smart, hard-working individuals and families access to an affordable, fee-only financial advisor. My goal is to help you work toward your unique vision of a great life - now and during retirement. Together we'll figure out where you currently stand, what’s important to you and what you value and then build and implement a plan that keeps you on track along the way, and helps you adapt as life changes. I’m not your typical old-white-guy-suit-and-tie financial advisor. I’m an outdoorsman at heart with serious hillbilly tendencies. If it’s the weekend, you’ll find me outside. I like to hunt and fly fish. I’m not particularly good at either, but I’ve had some epic trips doing both. In the spring I enjoy helping at a local maple syrup operation. Epic provides solid financial advice to individuals and families unimpressed with the leather and mahogany at their "father's financial advisor" and tired of multi-level-financial-marketing dinners and sales pitches. We don't charge sales commissions or referral fees. We never receive kickbacks. Our primary focus is to help you take control of your finances, reduce anxiety and ultimately achieve your life goals.

Brands

DFA, Dimensional Funds, ETFs, Vanguard

Payment method

debit, check, cash, all major credit cards, visa

Accreditation

NAPFA

CFP

XY Planning Network

Fee-Only Network

Associations

NAPFA - National Association of Personal Financial Advisors CFP(r) - Certified Financial Planner XY Planning Network Fee-Only Network

Other Link

Fee only financial advisor Hudson, OH

Categories

Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments

Details

Phone: (330) 331-0629

Address: 7692 Herrick Park Dr, Hudson, OH 44236

Website: Fee only financial advisor Hudson, OH