About Us

Epic Trust Financial Group in Richland

Epic Trust Financial Group is the culmination of locally owned professional service businesses dating back to the 1970’s. In 2020, several leading financial service firms merged to create Epic Trust Financial Group in order to provide a comprehensive scope of services to individuals, families, professionals, and business owners up and down the West Coast. The Epic Trust team now has more than 150 years of combined experience.

Motivated Professionals

At Epic Trust, we care about people, not just numbers. In fact, we believe money is just a tool to help us accomplish good things in life—including service to others in our community. Our mission is to help families work towards financial independence so they can enjoy the things that matter more to them than money. For businesses, we want to help them grow and be more profitable by providing them with a range of professional services they may not be able to afford to hire in-house.