About Epic Trust Financial Group

Fiduciary advice in YOUR best interest.

We care about people, not just numbers.

Our team is experienced in multiple disciplines working together. Your custom financial plan can encompass taxes and tax planning, risk management/insurance strategy, your business (if you have one), your retirement plan, investments, and estate/wealth transfer solutions. We provide advice that is in your best interest, and as an independent firm, we have relationships with many financial institutions, enabling unbiased advice.

Epic Trust Financial Group is the culmination of locally owned professional service businesses dating back to the 1970s. In 2020, several leading financial service firms merged to create Epic Trust Financial Group in order to provide a comprehensive scope of services to individuals, families, professionals, and business owners up and down the West Coast. The Epic Trust team now has more than 150 years of combined experience.