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Confidence ~ Clarity ~ Sound Decisions

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Let’s face it, life is unpredictable, but when you’re in the midst of a divorce, have just lost your spouse, or have always had only yourself to rely on, you may be worrying, “How will I make ends meet? Am I going to be all right? How can I plan for my future?” The good news is you don’t need to face these decisions alone.

Epona Financial Solutions is dedicated to helping our clients develop the confidence and clarity to make sound decisions and reach their financial goals. As a fee-only firm, we are product agnostic, which means we research all the options so we can provide objective and unbiased recommendations to develop the right financial strategy customized to meet the needs of each client.

Financial Planning

How will I make ends meet? From saving for retirement to creating a spending plan and everything in between, we’ll make sure your Financial GPS is set in the right direction.

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Investment Management

Balancing your needs and goals with the appropriate investments is the key to creating a customized portfolio that’s right for you.  We’ll make sure your money is working as hard as you are.

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Divorce Financial Analysis

In a divorce, it’s a question that needs to be answered for your financial peace of mind. We’ll be with you every step of the way helping you make informed decisions.

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