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Epic Trust Investment Advisors is a client-focused, SEC registered investment advisory firm based in Richland, WA, dedicated to providing tailored financial planning and investment management services. With over 100 years of combined experience, their team emphasizes personalized, easy-to-understand strategies to help clients achieve their unique financial goals.
The firm offers a range of services, including comprehensive financial planning, portfolio management, and customized business solutions for 401k plans. Epic Trust prides itself on delivering fiduciary advice and maintaining a client-first approach, ensuring that each investment decision aligns with the long-term success of their clients.
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