Eppes Wealth Management LLC

Eppes Wealth Management LLC is a financial planner in Satellite Beach, Florida. The firm provides fee-only fiduciary financial planning and investment management to a diverse range of clients, including individuals just beginning to save and invest, busy professionals approaching retirement, and those seeking to enjoy their retirement years in comfort. Serving clients virtually across the United States, the firm maintains a 5.00 rating.

As an independent, boutique RIA, Eppes Wealth Management offers a personalized, concierge-style approach to wealth management. The firm provides project-based financial planning, which serves as a comprehensive financial check-up for clients who prefer to manage their own investments, as well as private wealth management for those who wish to outsource their investment decision-making. Advisor James Norris Eppes utilizes a strategic approach to help clients reach their goals through prudent planning. Because the firm operates as a fee-only fiduciary, it is legally and ethically bound to act in the client's best interest, providing objective guidance without the use of commissions, product sales, or third-party kickbacks.

The business is located on Jimmy Buffett Mem Hwy in Satellite Beach.

Eppes Wealth Management is recognized for providing well-documented business information and maintaining a clear, professional presence. The firm stands out for its commitment to the highest legal and ethical standards of the fiduciary duty, ensuring that its loyalty remains solely with the client.

Through sophisticated and careful wealth management, Eppes Wealth Management helps clients in Satellite Beach and beyond secure their financial futures.