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LOCALLY CONNECTED
PERSONALLY INVESTED

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Our mission is simple, to help you reach your financial goals and create the life you want.

WHAT WE DO

FINANCIAL PLANNING

Personalized financial strategies based on your unique situation

PERSONAL INSURANCE

Life, disability, and long-term care insurance

RETIREMENT

Aim to build and protect your financial future

ESTATE PLANNING

Help build your legacy and ensure your family's wealth is secure

INVESTMENTS

No matter what you’re saving for, we’ll help get you there

YOUR BUSINESS

Group retirement plans and solutions for business owners

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ABOUT US

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OUR PROCESS

Our wealth management strategies are centered around individual clients and their specific needs. We listen, understand, and strive to ensure  confidence in your financial decisions. As financial professionals, we are committed to acting in your best interest.

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CORE VALUES

Wealth management is about more than just your assets. It's about creating a life you love and providing for those you care about. We're fundamentally different and believe that's what enables us to positively impact those we serve.

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MEET THE TEAM

There's power in working as a team. That's why our structure is different than most advising firms. Our team structure is designed to give you confidence knowing you have specialists on your side.​ Meet the team that can help build your legacy.

2015

CFP®, CIMA®, AWMA®
CMFC®, MBA

Over 100

Year Established
Certifications 
Years of Experience
CONTACT

Contact Us

Tel: 615-810-8185

Email: info@epmfinancial.com

Address

2031 North Mount Juliet Rd, #200

Mt. Juliet, Tennessee, 37122

Hours

Monday - Thursday, 8:30 AM - 4:30 PM

Friday: 8:30 AM - 3:00 PM

Saturday - Sunday, CLOSED

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