Epona Financial Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,473,687
Clients
28
54% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
HighAverage account size
$1,731,203
About
The firm advises individual clients and also serves charitable organizations, providing financial planning and portfolio management services. The principal holds a Certified Divorce Financial Analyst credential and incorporates divorce-related financial analysis into planning for clients facing separation or similar transitions.
In managing client portfolios the firm uses separately managed accounts and, atypically for peers, may employ borrowing within those accounts as part of investment implementation. The advisor also offers educational seminars and workshops to clients and the broader community to explain planning concepts and investment decisions.
The principal brings decades of industry experience and professional credentials (CFP®, CDFA™) while retaining responsibility for ownership, compliance and advisory functions; the firm describes policies and selective outsourcing to mitigate conflicts that can arise from combined roles. Compared with similar independent advisers, its work with nonprofit clients, routine public education programming, and the use of leverage in SMAs are distinguishing operational features.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Divorce planning services
Expertise
Divorce financial planning
Main office location
Epona Financial Solutions
Millington NJ, United States
Number of offices
1
Most active in
Epona Financial Solutions has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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