Member Insights by The Eppy Group
The Eppy Group is a comprehensive wealth advisory firm focusing on individuals, families, corporate executives, business owners, and entrepreneurs. Attorneys, special needs families, and doctors, make up a large segment of our clientele. Most retain us to be their “Personal CFO.” We help coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc. For our business clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives and “key man” opportunities.