What departments does EPM Financial have?

EPM Financial has employees across 3 departments including Research, Customer Success, Marketing.

What is the largest department at EPM Financial?

The largest department at EPM Financial is Research with 1 employees.

Where are EPM Financial employees located globally?

EPM Financial has employees across 1 continents and 1 countries including United States Of America.

How has EPM Financial's team size changed over time?

EPM Financial's team has grown from approximately 13 to 14 employees based on available data.

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EPM Financial Employee Directory

Financial ServicesTennessee, United States11-50 Employees

EPM Financial operates in the financial services sector, offering investment management, risk optimization, and strategic wealth planning guidance. It emphasizes delivering unbiased guidance aimed at supporting long-term investment outcomes for clients and their families. The firm adopts a team-based approach and highlights trust, integrity, and respect in its client relationships. Based in Mount Juliet, Tennessee, the company serves individuals seeking comprehensive wealth management and disciplined risk management. In the competitive financial advisory space, it positions itself as a collaborative partner focused on prudent, long-range planning rather than short-term market moves.

EPM Financial Global Highlights

North America
20

United States Of America
20

EPM Financial's Leadership

M. P.
Managing Partner
Mobile Phone
Email
D. G.
Director Of Planning & Investment Research
Mobile Phone
Email
M. M.
Client Relationship Manager
Mobile Phone
Email
M. M.
Marketing
Mobile Phone
Email

EPM Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Other

Contact profiles from EPM Financial

Name

Title

Contact

Location

Last Update

M. P.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
D. G.
Director Of Planning & Investment Research
Mobile Phone
Email
Oct 17, 2024
M. M.
Client Relationship Manager
Mobile Phone
Email
Oct 22, 2024
M. M.
Marketing
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is EPM Financial known for?

EPM Financial was founded in 2013 operates in the Financial Services industry. Explore EPM Financial's company overview page for more information.

What is EPM Financial's most common email format?

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

How many employees does EPM Financial have currently?

EPM Financial has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are EPM Financial's key employees and leadership?

As of August 2026, EPM Financial's key employees include:

Managing Partner: M. P.
Director Of Planning & Investment Research: D. G.
Client Relationship Manager: M. M.
Marketing: M. M.

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EPM Financial Employee Directory

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