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EPM Financial

EST. AUM
$500,000,000

CONTACTS
15

CLIENT ACCOUNTS

Firm Details

Metro area Nashville
CRD Number
Website epmfinancial.com
Client types

Overview

EPM Financial is an independent wealth advisory team headquartered in Mt. Juliet, Tennessee, serving families, professionals, and business owners across Middle Tennessee and Kentucky. EPM Financial is affiliated with LPL Financial for brokerage and custody and with Private Advisor Group for registered investment adviser oversight and fiduciary standards. The team delivers goals-based financial planning, retirement planning, investment management, education and estate planning, insurance guidance, and small-business planning. Clients work with dedicated advisors supported by an integrated operations and planning staff. EPM emphasizes personalized service, open architecture, and coordination with outside professionals to align portfolios and planning with each client’s objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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