EPHAS Financial is an independent financial services firm based in Acworth, Georgia, serving individuals, couples, and business owners in the surrounding area. The firm focuses on people nearing retirement or already retired who want to grow, protect, and preserve their assets. Its name reflects the belief that every person has a unique story, and its approach centers on understanding each client’s circumstances, concerns, and goals before developing a personalized strategy.

EPHAS Financial offers retirement income planning, tax mitigation, health care strategies, investment and insurance services, longevity planning, and legacy planning. The firm begins with a review of a client’s current financial situation and future needs, then provides a tailored action plan. It also offers educational resources, events, and a tool to estimate potential taxes on tax-deferred retirement savings. Clients can request a complimentary, no-obligation consultation to explore their needs and next steps. Investment advisory services are offered through CreativeOne Wealth, LLC, a registered investment adviser; EPHAS Financial and CreativeOne Wealth are unaffiliated entities.