Eppes Wealth Management
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Service type
It’s free, with no obligation to book
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Introduction
Eppes Wealth Management is a fee-only fiduciary financial advisor. We help successful professionals, busy families, and high-earners who want to maximize their financial independence.
While we’re based in Satellite Beach, Florida, we also meet and work with clients virtually across the United States.
Unlike other types of financial advisors, Eppes Wealth Management is a fee-only fiduciary — which means we provide truly objective financial guidance focused solely on your best interests. As an independent, fee-only firm, we don’t sell products, earn commissions, or receive kickbacks from third parties. As fiduciaries, we have a legal and ethical obligation to provide unbiased, objective advice that is in your best interest.
Overview
Serves Satellite Beach, FL
Background checked
1 employee
1 year in business
Business hours
This pro hasn't listed their business hours.
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Ask this pro about their preferred payment method.
Services offered
Service type
Work location
My customers travel to me
I work remotely (phone or internet)
Projects and media
2 photos
Projects and media
2 photos
Reviews
Exceptional 5.0
6 reviews
5
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Past Customer
Jun 25, 2025
·
From Google
From Google
Mr. Eppes helped me out so much with my finances!
Past Customer
Feb 25, 2025
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From Google
From Google
This guy is great! Hes happy to explain everything you would want to know. You can be as involved or not involved as you would like. Definitely would recommend! Has not given me a single doubt about his character or honestly and think you should hit Norris up!
Eppes Wealth Management's reply
Thanks Marshall, it's been a pleasure working with you! I aim to make the financial planning and wealth management process clear and flexible for every client, so it's good to hear that's coming through. Glad to be the right fit to help you on your financial journey — let's keep building toward your goals!
Past Customer
Mar 11, 2025
·
From Google
From Google
Eppes Wealth Management's reply
Past Customer
Jun 25, 2025
·
From Google
From Google
James is extremely knowledgeable and answers my questions in a way I can understand as someone who does not have a background in finance or economics. With his help, I feel confident that my income and investments are being managed correctly. I highly recommend his services for young professionals planning for their future as well as folks who are already in their retirement!
Past Customer
1 month ago
·
From Google
From Google
James is awesome and super helpful at helping you reach your financial goals. He is so helpful and I highly recommend his services!
Credentials
Background Check
James Eppes