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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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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Taxable Equivalent Yield

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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