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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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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Life Insurance

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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