What is E.P.I.C. Planning?

Pursue your financials goals with E.A. Buck's simple financial planning process. Perfected over the course of almost 40 years, our E.P.I.C. plan is tailor-made to your unique needs.

E = Empowered

Be empowered to make informed, well thought-out financial decisions. Tap into the years of knowledge of E.A. Buck advisors who will get your input throughout the entire process.

P = Personalized

Don't let your financial future be determined by a robo-advisor. Each plan is unique because it's customized for every client. There is no cookie-cutter, one-size-fits-all financial planning here — the process is personalized to cater specifically to you.

I = Investment

Clients receive access to a full spectrum of investment tools. E.A. Buck doesn't push specific types of investments; instead, financial partners work with you to find the best options for your needs. At E.A. Buck we take a holistic approach by providing traditional asset allocation strategies.

C = Community

Your E.A. Buck advisor constantly collaborates with industry professionals to help create synergy within your wealth plan. Just as it takes a village to raise a child, it takes a team to create a comprehensive financial planning system.