Let’s Talk About Tomorrow…Today!
Investment Management
We will help you create a savings plan that makes the most of your hard earned dollars.
We Specialize In
Investing for the Future
While other financial advisors sell you products to earn commissions, we’re paid only by you. As a fee-only advisor, we act as a fiduciary to provide independent and objective advice with your best interests in mind to help you accomplish both your short- and long-term financial goals.
Understand Your Risk Tolerance & Benchmark Your Goals
What do you need money for today? What lifestyle do you desire in retirement? How do you get to where you want to be and are these goals realistic? We’ll help you develop and implement a strategy to achieve your desired financial objectives.
Manage Your Investment Portfolio
Is my portfolio right for me? With your goals, timeline, risk tolerance and current financial position in mind, we’ll put together a diversified portfolio with a range of asset classes that minimizes cost and maximizes growth potential.
Consolidate Accounts
Have you left a 401(k) at prior employer? Do you have a multitude of investment accounts? Whether you’re moving investment accounts from another investment manager, changing the custodians, or rolling over a 401K, we’ll help you minimize fees and organize your accounts to make investment management more efficient and effective.
Fee-Only Financial Planning
As a member of NAPFA (National Association of Personal Financial Advisors), we must adhere to a “Fiduciary Oath” in order to be considered Fee-Only advisors. As a fiduciary, we are legally required to put your best interests ahead of our own and to offer a straight-forward fee structure.
When choosing a Financial Advisor, always look for the Fee-Only registered trademark.
Let’s Work Together
Personalized Investment Management Strategies
Investment management is an essential part of preparing for retirement, making sure your loved ones are provided for, and that you’re prepared for the unexpected events that life often brings. Epona Financial Solutions will help you establish a portfolio that matches the risks you’re prepared to take and your lifestyle in order to protect your future.
Take control of your financial future and call us today!
Claudia E. Mott, CFP®, CDFA™
