Business Details
Your Trusted Partner for Financial Planning & Investment Solutions
Epic Tax Solutions is a client-focused SEC Registered Investment Advisory Firm dedicated to empowering financial advisors and their clients through personalized financial planning and investment strategies. With over 100 years of combined experience, our team of certified professionals manages nearly $300 million in client assets across 1,600 investment accounts. We provide network investment advisor representatives access to proven financial planning tools and customized investment portfolios tailored to each client's unique goals. Our mission centers on delivering fiduciary advice that prioritizes client needs while offering exceptional back-office support to advisors serving businesses and families.Through a holistic approach combining practical planning, innovative strategies, and comprehensive business solutions, we help advisors create clear financial paths for clients at every life stage. Our commitment to excellence extends beyond industry standards, emphasizing long-term relationships and consistent communication to ensure clients achieve both immediate and retirement financial objectives.
Services
Financial Planning
Investment Management
401K Business Services
Portfolio Management
Retirement Planning
Highlights and features
- We have over 100 years of combined experience managing client assets.
- Our advisors provide personalized investment strategies tailored to your goals.
- We operate as fiduciaries committed to putting client interests first.
- Our holistic approach considers multiple aspects of your financial situation.
- We offer proven investment methodologies tested through various market cycles.
Associations and certifications
- Securities and Exchange Commission (SEC)
What people say
Personalized financial guidance
Long-term investment strategies
Exceptional back-office support
Client-first approach
Proven methodologies
Services
Financial Planning
Our financial planning service develops personalized strategies to help you achieve short-term and long-term financial goals. We analyze your current financial situation, risk tolerance, and future objectives to create comprehensive plans covering retirement, education funding, and wealth preservation. With ongoing support and regular reviews, we ensure your financial roadmap evolves with changing life circumstances and market conditions.
Investment Management
Our investment management service provides expert oversight of your financial assets using proven strategies tailored to your risk profile and financial objectives. We employ a disciplined approach to asset allocation, diversification, and performance monitoring while maintaining transparent communication about portfolio adjustments. Our goal is to maximize growth potential while managing risk through continuous market analysis and strategy refinement.
401K Business Services
We design customized 401k solutions for business owners and employees that optimize tax benefits and long-term savings. Our service includes plan selection, investment options analysis, compliance support, and employee education. By aligning retirement benefits with business goals, we help companies attract talent while ensuring owners maximize their own retirement contributions through optimized plan structures.
Portfolio Management
Our portfolio management service combines strategic asset allocation with active risk management to build and preserve wealth. We create diversified investment portfolios based on individual client profiles, regularly rebalancing holdings to maintain target allocations. Through ongoing performance tracking and market research, we ensure portfolios remain aligned with clients' evolving financial objectives and changing economic conditions.
Retirement Planning
We develop comprehensive retirement plans that address income needs, tax efficiency, and lifestyle goals. Our approach considers Social Security optimization, withdrawal strategies, and healthcare cost planning alongside traditional retirement savings vehicles. By simulating various retirement scenarios and adjusting plans annually, we help clients build confidence in their financial security during their post-work years.
People
Jeffery Lewis, CFP
CEO | Partner | Sr. Wealth Advisor
With decades of experience in financial services, Jeffery Lewis leads Epic Trust as CEO and Senior Wealth Advisor. His client-focused approach emphasizes practical planning and personalized investment strategies. He specializes in creating customized business solutions that align with individual financial goals while maintaining fiduciary responsibility.
Lori Selby, CFP
Vice President | Sr. Wealth Advisor
Lori Selby brings extensive financial planning expertise to her role as Vice President and Senior Wealth Advisor. She focuses on developing comprehensive wealth management strategies for high-net-worth individuals and families. Her approach combines deep market knowledge with personalized service to help clients achieve long-term financial security.
Marc Livernois
Sr. Wealth Advisor
Marc Livernois serves as Senior Wealth Advisor with a focus on investment management and retirement planning. His experience spans multiple market cycles, providing valuable insights into portfolio construction and risk management. He works closely with clients to create tailored financial solutions that evolve with changing life circumstances.
Matthew Baker
Partner | Sr. Wealth Advisor
Matthew Baker combines strategic thinking with practical financial advice as a Partner and Senior Wealth Advisor. He specializes in helping business owners optimize their financial structures while planning for personal retirement goals. His client-centered approach emphasizes clear communication and long-term relationship building.
Craig Nelson
Sr. Wealth Advisor
Craig Nelson provides expert financial guidance as Senior Wealth Advisor, focusing on portfolio management and estate planning. With years of industry experience, he helps clients navigate complex financial decisions through customized investment strategies that align with their unique life situations and long-term objectives.
Questions
What services does Epic Trust offer?
We provide financial planning, investment management, 401k business solutions, and retirement planning services tailored to individual and business client needs.
Are you fiduciary financial advisors?
Yes, we operate as fiduciaries committed to putting client interests first in all investment and planning decisions.
How do you personalize financial plans?
We analyze your unique financial situation, goals, and risk tolerance to create customized strategies that evolve with changing life circumstances.
What experience do your advisors have?
Our team has over 100 years of combined experience managing client assets and providing financial solutions to individuals and businesses.
How are investment portfolios managed?
We use proven strategies with ongoing monitoring, rebalancing, and transparent communication to maintain alignment with your financial objectives.
Can businesses get retirement plan solutions?
Yes, we design customized 401k plans for businesses that optimize tax benefits while meeting owners' and employees' retirement needs.
Reviews (4)
James Collette
Apr 14, 2022
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I love that I can get my taxes, insurance, and financial advisement all completed under one roof. They have saved me time and money. Their communication and follow through are fantastic. They have a great team that is a pleasure to work with. Jeff, on the financial advisement side, is extremely knowledgeable and I'm very satisfied the results and returns that I'm getting.
Zac E.
Nov 05, 2020
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Great place to get your taxes done got me through it quick and easy and it wasn't too expensive since I had a simple job. Felt very friendly as well
Chris Porter
Apr 12, 2020
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Jeff, Lori and the rest of the team at Epic Trust are very kind, professional and knowledgeable. They explain difficult concepts clearly and have a great understanding of markets and investment strategies.
Jessica VanDine
Nov 05, 2017
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Had the best experience and all my questions were answered with the best advice ever. I'm actually able to save money and plan for my future! I'm beyond happy and more motivated than ever! Thank you Lori!
