Epona Financial Solutions Employee Directory

Financial ServicesNew Jersey, United States0-1 Employees

Epona Financial Solutions is a fee-only investment advisory firm operating in the financial services industry. Based in Millington, New Jersey, the company provides financial planning, investment management, and divorce financial analysis services, with a fiduciary obligation to act in clients’ best interests and offer unbiased recommendations. Its approach centers on applying modern portfolio theory to construct diversified portfolios, focusing on long-term goals such as retirement and college funding, as well as managing cash from investments and IRA withdrawals. The firm positions itself as a small-scale advisory service that emphasizes objective guidance and low-cost, index-based investment options. The information indicates a highly client-focused model designed to deliver customized strategies without marketing-driven messaging. A brief recent development note indicates ongoing professional activity, though no financial metrics are provided.

Find Epona Financial Solutions employees' phone numbers or email addresses

Epona Financial Solutions Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

South America
1

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  • Brazil
    1

Epona Financial Solutions's Leadership

  • Stylized image of a person
    C. M.
    Certified Financial Planner & Divorce Financial Analyst
    Phone icon

Epona Financial Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Epona Financial Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    Certified Financial Planner & Divorce Financial Analyst
    Phone icon
    United StatesNew York
    Apr 19, 2024

Frequently Asked Questions

What is Epona Financial Solutions known for?

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Epona Financial Solutions was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 5 Lyons Malecón #176 Millington, New Jersey 07946 United States; you can contact the main corporate office by phone at . Explore Epona Financial Solutions's company overview page for more information.

What is Epona Financial Solutions's most common email format?

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Epona Financial Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Epona Financial Solutions email formats with LeadIQ.

How many employees does Epona Financial Solutions have currently?

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Epona Financial Solutions has approximately 1 employees as of April 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Epona Financial Solutions's key employees and leadership?

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As of April 2026, Epona Financial Solutions's key employees include:

  • Certified Financial Planner & Divorce Financial Analyst: C. M.

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