top of page
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

heroTQ14.jpg

   

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.

Learn More

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. 

​

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

Show Me

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.

Learn More

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.

Reach Out
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Insurance

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

bottom of page