Meet the Investment & Planning Partner You've Been Looking For
Epic Trust
Investment Advisors
Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans.
We Strive To Provide Exceptional Back-Office Support And We're Dedicated To Delivering Top-Tier Service.
Ultimately, Our Mission Is To Support The Advisors Who In Turn Serve The Businesses And Families In Our Communities.
Financial Planning
We can help guide you through any stage of life. A personalized financial plan from an Epic Trust Advisor can help you confidently accomplish your financial goals now and through retirement.
Investment Management
Get Expert help managing your investments to maximize growth and secure your long-term financial future.
Company Sponsored Retirement Plans
Empowering businesses with tailored 401k and investment solutions for their owners and employees.
Company Awards
Founders Message
- Jeffery Lewis, CFP®
We're Hyper Focused On People & Outcomes, Not Just The Numbers.
Our Primary Mission is to Streamline Your Finances with Practical Planning and Advice, Personalized Investment Strategies, and Customized Business Solutions.
Collectively, Epic Trust's Portfolio Managers and Network Advisors have over 100 years of experience managing and advising hundreds of families and businesses, with more than 1,600 investment accounts, and close to $300 million dollars in client assets.
Investing is not a sprint; it's a marathon - and we'll be here with you every step of the way.
With Epic Trust, your future begins now, and we're here to help you plan for more than just tomorrow.
Schedule your Free Consultation with one of our experienced professionals today.
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Our Services
FINANCIAL PLANNING
Our team is dedicated to making your money work for you by developing a plan that fits your goals. We work with you to define the big picture for both your present and future financial success, ensuring a clear path to achieving your dreams. With our support, you gain the confidence and peace of mind to focus on what truly matters.
Portfolio Management
We focus on smart, long-term investing tailored to help you reach your financial goals. We’re committed to using strategies that prioritize your success, ensuring every investment decision is made with your future in mind. Our goal is to guide you toward a secure financial future with a personalized approach.
401K - Business Services
We offer personalized 401k and investment solutions tailored to meet the needs of both business owners and their employees. Our goal is to help you build a strong financial foundation that benefits everyone involved and aligns with your business goals and helps you save money on taxes.
Why Work With an Epic Trust Network Advisor?
With over 100 years of combined experience, our approach to Financial Planning and Investing has stood the test of time.
Epic Trust is committed to combining Personalized and Easy To Understand Financial Plans with Innovative & Meticulously Researched Investment Strategies to support our Network Investment Advisors and their Clients.
We understand that one model does not fit every client, which is why we emphasize individualized, client-centric financial planning. While the industry standard for Registered Investment Advisors involves thorough research, at Epic Trust, this is just the beginning of our Commitment to Excellence.
As an Independent Investment Advisory Firm, we're not simply seeking the next great portfolio. We're focused on delivering only the most reliable strategies to our clients.
Our holistic approach considers multiple aspect of an investor's personal situation. By providing comprehensive support to our exclusive network of investment advisor representatives we're able to empower our advisors to focus on what matters most to You - the client.
At Epic Trust Investment Advisors, we're laser focused on:
Providing sound long-term investment recommendations.
Offering comprehensive holistic financial plans
Delivering "Client First" Fiduciary Advice to help you achieve your goals.
Making tailored suggestions based on your unique financial needs.
Stiving for consistent and timely communication.
As your fiduciary fee-based Registered Investment Advisory (RIA) firm, we proudly accept the responsibility to deliver the best fit solutions for your financial goals.
Meet Our Network Advisors
Jeffery Lewis, CFP®
CEO | Partner | Sr. Wealth Advisor
Lori Selby, CFP®
Vice President| Sr. Wealth Advisor
Marc Livernois
Sr. Wealth Advisor
Matthew Baker
Partner| Sr. Wealth Advisor
Craig Nelson
Sr. Wealth Advisor
Greg Stapleton
Associate Wealth Advisor
Carmen Gonzales
Vice President | Operations Manager
Vicky Ulrich
Sr. Client Service Specialist | Paraplanner
Dora Vasquez
Investment Account Services
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Happy Clients
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Disclaimer:
All Investment Advisory Services are provided by Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Epic Trust Investment Advisors, LLC is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-120618. Epic Trust Investment Advisors, LLC does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.
Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans. Please note, registration with the SEC does not imply a certain level of skill or expertise.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.