epicwealthplan.com
epicwealthplan.com
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Epic Wealth Plan is steered by Doug Frawley, an accomplished Investment Advisor Representative with vast experience in wealth management. Doug is part of the team at Avalon where he works alongside Chris Rowe, the investment wizard known for using advanced relative strength investing approaches to stay ahead of market trends.
Avalon, led by Chris Rowe, utilizes a relative strength investing approach. This strategy involves identifying and investing in trends within the marketplace that demonstrate strong performance relative to their peers. Chris Rowe's expertise in this area allows us to craft investment portfolios that aim to capitalize on market momentum and the potential for above-average returns.
We deliver a full spectrum of wealth management solutions, encompassing retirement and estate planning, risk assessment, tax optimization, social security optimization, and much more. Our philosophy revolves around a complete, integrated approach to financial planning, which is why we leverage innovative platforms such as Money Guide Elite, offering you an engaging and interactive planning process. By starting your journey with My Blocks, you can seamlessly transition to a client relationship, as we can directly incorporate your preliminary data into a comprehensive plan. This allows you to easily monitor your progress and stay on track with your financial goals.
Yes, Avalon operates as a fee-only wealth management firm. This means that our compensation comes exclusively from the fees paid by our clients for our advisory services. We do not receive any commissions from selling financial products, ensuring that our advice is unbiased and solely in the best interests of our clients.
Absolutely. As fiduciaries, we are ethically bound to act in our clients' best interests at all times. This fiduciary duty is central to our philosophy and culture at Epic Wealth Plan. When you work with us, you can trust that your financial well-being is our top priority.
As an Investment Advisor Representative, Doug Frawley is qualified to provide personalized investment advice and plan for clients' futures considering their specific financial situation and goals. This professional designation also means that Doug adheres to a strict code of ethics and a commitment to continuing education to stay abreast of the latest financial planning strategies and regulations.
In addition to wealth management services, Doug Frawley founded Fraud Warriors Inc, a nonprofit initiative aimed at educating and protecting the financial community against the latest scams and financial fraud. While the nonprofit awaits its tax-exempt status, the principles of vigilant protection and ethical stewardship are deeply integrated into Epic Wealth Plan's advisory practice. Learn more at www.fraudwarriors.com
To get started, simply reach out to us to schedule a consultation. We are currently accepting qualified clients with $1M+ in investable assets. During this initial meeting, we'll discuss your financial objectives, current situation, and how our services can align with your goals. From there, we can begin crafting your personalized wealth management plan.
We humbly serve the vibrant communities of Southwest Florida with in-person financial advisory services. For those who appreciate the warm, personal touch of face-to-face interactions, our doors are open to guide you through your wealth management journey.
Beyond our local presence, we embrace the power of technology to extend our expert services to clients nationwide. Wherever you are, you can access our comprehensive wealth management support remotely, ensuring that distance is no barrier to our partnership and your financial success.
Currently accepting clients with $500K+ in investable assets.
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