Epoch Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) that acts as a fiduciary for its clients. Based in Hunt Valley, Maryland, the firm provides comprehensive financial planning and investment management services. Their mission is to be a trusted partner for individuals and families, offering objective advice to help them build, manage, and preserve their wealth through services like retirement planning, investment strategy, tax planning, and estate planning.

Founded in

United States