Confidence ~ Clarity ~ Sound Decisions

Epona Financial Solutions

Life can be unpredictable. But when it comes to understanding your financial future, a little planning can go a long way towards creating a clear picture.


Securing Your Future

Fee-Only Financial Services

Epona Financial Solutions is dedicated to helping our clients develop the confidence and clarity to make sound decisions and reach their financial goals. As fee-only advisors, we provide objective and unbiased recommendations customized to meet each client’s needs.

Financial Planning

Is your financial GPS set in the right direction? From saving for retirement or college to creating a budget and everything in between, we’ll work together to develop a plan that can help you reach your goals.

Investment Management

Is your money working as hard as you are? We’ll balance your needs and goals with the appropriate investments to create a customized portfolio that’s right for you.

Divorce Financial Analysis

Am I going to be all right? 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.

Schedule A Consultation

We can help you reach your financial goals. Contact us to schedule your appointment and begin taking charge of your financial future.

Serving New York Metro Area & Northern New Jersey

Epona Financial Solutions

If you’re looking for independent and objective advice to help you accomplish both your short-term and long-term goals, Epona Financial Solutions is here for you. Take control of your financial future and call us today!

Claudia E. Mott, CFP®, CDFA™
(201) 572-2177

(201) 572-2177

Basking Ridge, NJ

Basking Ridge, NJ

Serving the New York Metro Area, Northern New Jersey from Basking Ridge, NJ 07920

Contact Us

We would love to answer any questions or schedule a meeting. Please feel free to call us at one of our offices on the left or send us an email using the form below.