Epic Private Wealth

Epic Private Wealth is a financial planner in Richland, Washington, serving families, retirees, and business owners with integrated tax strategies, wealth management, and retirement planning. The firm offers comprehensive financial solutions including advanced tax planning, investment management, and CFO and accounting services, with a focus on helping clients keep more of what they earn and live with clarity and confidence. Based in Richland, the firm operates from a location at 1305 Fowler St #2c, serving clients across the region with a team of certified professionals. It holds a 4.80 rating based on reviews, reflecting strong client satisfaction.

The firm emphasizes a collaborative, client-centered approach, combining tax strategy, investment management, and long-term planning under one roof. Its signature Epic Retirement Roadmap is designed to align financial plans with clients’ values and life goals, adapting to changes over time. The team includes certified financial planners, tax advisors, and accountants with combined expertise in finance and accounting, working together to deliver cohesive, proactive service. The firm is part of a broader network of independent financial professionals supported by Avantax, which emphasizes tax-intelligent planning and integrated financial solutions.

Located on Fowler Street in Richland, the office sits about a mile from the Columbia Canal and is near the Gene L. Spaulding memorial, The YMCA of the Greater Tri-Cities, and Columbia Park Trail. It is also within a short distance of Center Parkway and the Kadlec Clinic, Northwest Orthopaedic and Sports Medicine. The proximity to these public and community landmarks underscores its accessibility within the city’s central corridor.

Epic Private Wealth is known for its integrated approach to financial planning, combining tax-smart strategies with wealth management to help clients achieve lasting financial security. The firm’s focus on accountability, proactive service, and measurable value has established a reputation for clarity and confidence in client outcomes. Its presence in Richland reflects a deep commitment to serving local individuals and business owners with personalized, enduring financial solutions.