Since 1991
Welcome to Eppich Asset Management
We are a full service Financial Planner.
For over 30 years we've been helping our clients reach their financial goals by providing unbiased, evidence based financial advice.
Services
As a full service financial planner, we offer an array of services to help our clients achieve their needs and goals.
Additionally, as a CERTIFIED FINANCIAL PLANNER™, we strive to offer comprehensive financial planning, as well as an honest fiduciary benefit to our clients.
Why Us
First and foremost, we are fiduciaries. As your advisor we will always put your needs and interests first. Our mission is to work with you to provide straightforward financial solutions to help achieve your financial goals.
Our fee structure is simple and transparent to our clients so that there are no unexpected hidden expenses or costs.
We’ve been in business since 1991, and have hundreds of clients across the United States that trust us to help manage their money.
30
YEARS OF SERVICE
5
YEARS AS A FIVE STAR WEALTH MANAGER
1
FIRM DEDICATED TO HELPING YOU
Contact Us:
1991 Crocker Rd Suite 600
Westlake, OH 44145
(440) 892-3366
For any general inquiries, please fill in the following contact form:
Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 620, Bakersfield, CA. 93309; Phone 800-440-0442; Member FINRA/SIPC
Fee based advisory services processed through and supervised by Liberty Partners Capital Management, LLC (LPCM) – an SEC registered investment advisory firm. I am an Investment Advisor Representative (IAR) of LPCM http://www.finra.org/
