Your Financial Guide & Partner for Life

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Most people have one area of their money that they need help with right now. Let’s start there and when the time is right – either now or in the future – we can introduce you to the rest of the team to get your whole financial life working smoothly together and on track.

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Headquarters

1305 Fowler St, Ste 1D
Richland, Washington 99352

Phone

509.582.2047

Satellite Offices

Las Vegas, Nevada San Diego, California Vancouver, Washington

At Epic Trust, we care about people, not just numbers. In fact, we believe money is just a tool to help us accomplish good things in life—including service to others in our community.

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Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

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