EPM Financial
About the Business
EPM Financial is a finance institution located at 2031 North Mount Juliet Road in Mt. Juliet, Tennessee, United States. Our mission is to help you achieve your financial goals and create the life you desire. We offer personalized financial strategies tailored to your unique situation, helping to secure your family's wealth and build a lasting legacy. Whether you are saving for retirement, education, or any other goal, we are here to guide you every step of the way.
Our team of financial professionals is dedicated to acting in your best interest and providing you with confidence in your financial decisions. We believe in the power of teamwork and have specialists on hand to support you in building your legacy. Securities are offered through LPL Financial, while investment advice is provided through Private Advisor Group, a registered investment advisor. EPM Financial and Private Advisor Group are separate entities from LPL Financial. Please note that our services are available only to residents of states where our representatives are properly registered or licensed. Visit us to learn more about how we can help you create the life you love.
Photos
Location & Phone number
2031 N Mt Juliet Rd #200, Mt. Juliet, TN 37122, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Brandon Edwards is the best wealth advisor on the planet! I have interviewed more wealth management companies than I can even express and never moved forward because the trust wasn’t there. However, from the very first meeting with EPM Financial, I felt 100% about my decision to move forward with Brandon and team. After a few years working together, I can say I feel even more sure about my decision. Brandon is responsive, reliable, and always willing to go the extra mile to help his clients. His advice is always thoughtful, well-informed, and tailored to my specific needs and financial goals. He always makes the time to answer any questions I have and to help me in any way he can. I honestly have never experienced customer service on this level before!! I have recommended him to my friends and family, and I will continue to do so in the future. If you are looking for a knowledgeable and trustworthy financial advisor, look no further than Brandon!"
"Team Wilson Real Estate Partners absolutely loves doing business with Graham and his team. Their expertise is unmatchable!"
"The team at EPM Financial is amazing! They will help you no matter where you are in your financial journey. They walk you through the process of investing and will make sure you understand how your money is being invested. Cannot recommend highly enough!"
"I have had a lot of interactions with these guys on a professional and personal level. I am always thankful for the way they take care of my clients. You will struggle to find a group who care about their clients like EPM. Keep it up guys!"
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