# EPI Financial Group

- **Website:** <https://epigroupllc.com>
- **Primary alias:** `epigroupllc.com`

## Description

EPI Financial Group is an independent financial services firm based in Troy, Michigan, helping individuals and families coordinate their wealth, investments, insurance, and estate planning. Founded as EPI Group in 2000, the organization has grown to include affiliated companies EPI Protection, LLC, which offers insurance products, and EPI Financial Group, a Michigan-registered investment adviser providing professional money management. Its approach begins with clients’ goals and considers their overall financial and estate-planning needs. The firm develops personalized plans, translates retirement goals into practical steps, and reviews plans over time as circumstances change. Services include retirement income strategies, wealth management, investments, annuities, IRA and 401(k) rollovers, asset protection, life insurance, tax-efficient strategies, and legacy planning. EPI Financial Group also provides educational resources and events, including information about annuities and retirement income, and invites prospective clients to schedule a meeting. The firm notes that investments involve risk, insurance guarantees depend on the issuing insurer’s financial strength, and its professionals do not provide tax or legal advice.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/epifinancialgroup)
- [linkedin](https://linkedin.com/company/epi-financial-group)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idiG6QfuRk/w/932/h/265/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792530315951)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idiG6QfuRk/w/455/h/455/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792530316075)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Bay of Many | #243e87 | accent |
| Dusty Gray | #959595 | dark |
| Alabaster | #f9f9f9 | light |

## Fonts

- Amiri — asset _(google)_
- Poppins — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idiG6QfuRk/w/960/h/436/idhSq2gQ2v.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792530316210)

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_Source: <https://brandfetch.com/epigroupllc.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._