EPM Financial

EPM Financial is a financial planner in Mount Juliet, Tennessee, serving individuals and families with personalized guidance across financial planning, retirement strategy, investment advice, insurance, estate planning, and business solutions. The firm takes a comprehensive approach, helping clients build and preserve wealth, achieve life goals, and secure their legacy through tailored strategies. With a 5.00 rating and strong client feedback, EPM Financial is recognized for its clarity, trust, and client-focused service in the local community.

At EPM Financial, the team emphasizes a deep understanding of each client’s values and long-term vision, turning personal beliefs into actionable financial truths. Led by Managing Partner Brandon Edwards, who began his career in 2002 and became CEO after going independent in 2015, the firm combines decades of experience with a commitment to personalized service. The team focuses on helping clients navigate life’s financial transitions with confidence, offering guidance on budgeting, savings, investing, tax planning, Social Security, Medicare, and retirement income strategies. Services include recommendations for 529 plans, stocks, bonds, mutual funds, annuities, and U.S. Treasury securities, all aligned with individual goals and risk tolerance.

Located at 2031 North Mt Juliet Road, Suite 200, the firm sits just a short drive from key community landmarks. It is about 0.2 miles from the Mount Juliet train station, 0.3 miles from the Mount Juliet Post Office, and 0.5 miles from both Jones Family Park and Eagle Park. A half-mile away is the Mt. Juliet-Wilson County Public Library, and the main road, North Mount Juliet Road, runs nearby at about 0.6 miles.

EPM Financial is known for its client-centered philosophy, integrity, and long-standing presence in the Mount Juliet area. The firm’s reputation for trust, personalized attention, and comprehensive planning supports its standing as a dependable resource for financial clarity and long-term security.

In Mount Juliet, EPM Financial stands out as a trusted guide for those seeking purposeful financial planning and lasting peace of mind.