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Scenic view of a wide river bordered by forested hills.

Thoughtful, individualized approach

Cattle grazing in a lush green field with mountains behind.

Delivering focused planning and the financial freedom to help you live your life the way you want

Fly fisherman casting into a river at sunrise

Helping make your financial dreams and goals a reality

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Faded logo with skull and crossbones emblem

Welcome to Epoch Financial Group

At Epoch Financial Group we approach things differently. Welcome to Personal Financial Management where we help change your perspective about your finances by taking an introspective approach based on each money related decision you make.

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Our Team

We’re focused on developing and maintaining a plan centered around your best interests with a true appreciation for taking care of you and family along the way. We’ve been doing just that since our beginning and we bring over 65 years of combined investment management experience to back it up. We have a centralized focus on financial planning and a solid core of managing money and investments – this combination is essential to being able to help keep you aligned with your financial goals.

Meet the Team

Our Approach

Financial planning, budgeting, investing, spending, saving – it all means something different to everyone. 

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We use a methodical three step approach to develop a plan that puts you on track to live the life you dream of.

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Investment Process

We apply a client centric approach in our four phased investment process. We offer access to some of the nation’s leading investment products and develop tailored solutions to meet your individual needs, goals and risk tolerance.

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Get in touch

​Epoch Financial Group provides our clients with financial planning and advice, so we can help make your financial dreams and goals a reality. Our mission to best serve you and deliver heartfelt advice is founded on our strong background in financial planning and investment management.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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