A complete list of active advisors currently associated with Epiphany Capital

Warmer can help you find a great advisor at Epiphany Capital or one who fits your needs even better.

Epiphany Capital provides financial planning, coaching, and investment management primarily by recommending and coordinating with third‑party portfolio managers to implement portfolio models for pooled vehicles and institutional accounts. The firm also offers advisory services to individual investors, families, and small business owners covering retirement, estate, tax, college, and insurance planning. The firm’s implementation model centers on selecting unaffiliated third‑party managers (TPMs) and acting as a liaison to help clients choose allocation models, complete onboarding, and periodically review account activity; TPMs typically allocate among asset‑class funds and perform quarterly rebalancing. Epiphany Capital does not take custody of client assets or exercise direct investment discretion, instead relying on TPMs and custodians to execute trades and deliver account statements. Compared with many peers, Epiphany Capital regularly provides investor education — including articles, e‑newsletters, e‑seminars, and periodic no‑cost events open to prospective clients — and discloses selection of other advisers as part of its services, which is relatively uncommon for firms in this category. The firm also notes that a principal is licensed to sell insurance and devotes roughly 20% of their time to that activity, with commission income from insurance sales that may present additional conflicts of interest.

To learn more about the advisors currently working at Epiphany Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.