EPIC Financial Consulting, Inc. Email Format

Financial ServicesCalifornia, United States2-10 Employees

EPIC Financial Consulting, Inc. is a financial services firm based in Los Angeles, California that provides strategic advisory services. It focuses on enhancing tax efficiency, structured financial planning, and philanthropic giving for high net worth individuals and clients facing liquidity events. The team provides guidance on tax-efficient asset structuring for the sale of appreciated assets—covering businesses, real estate, portfolios, art and collectibles, intellectual property, and other intangible assets.

The firm also emphasizes wealth preservation and multigenerational wealth planning as part of its advisory scope. As a small, boutique operation, EPIC serves a specialized client base within the financial services industry from its Los Angeles base.

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