Join Our Team

A Collaborative Network of Advisors

At Epic Private Wealth, we’re building more than a firm—we’re building a platform for ambitious advisors who want independence, scale, and meaningful client impact. With integrated tax and wealth management, advanced planning tools, and a proven Retirement Roadmap process, you gain the support to grow faster while delivering extraordinary outcomes for your clients.

A Compensation Model That Rewards Growth

We believe great work deserves to be rewarded. Our high pay grid is designed to maximize your revenue share and accelerate your business growth. Advisors who join us benefit from transparent compensation, scalable opportunity, and the ability to keep more of what they earn.

Comprehensive Support & Integrated Services

Advisors at Epic don’t go it alone. We provide the infrastructure, technology, and expertise that free you to focus on what you do best—serving clients. With tax, accounting, and wealth services under one roof, you can offer holistic solutions that differentiate you in the marketplace.

Who We’re Looking For

Experienced Advisors

Independent RIAs

Wirehouse Advisors

Bank Advisors & Financial Professionals

Your Path, Elevated

Whether you want to expand your practice, enhance client service, or transition from a wirehouse or bank, Epic offers the clarity, structure, and growth potential you need. Join a network of advisors committed to ownership, accountability, and delivering lasting value.

Explore Our Opportunities

Services To Support You

Joining Epic Private Wealth means you don’t have to build alone. Our full suite of services provides the resources, expertise, and infrastructure to help you operate efficiently, grow strategically, and deliver a seamless client experience.

Human Resources
Practice Development
Back Office Support
New Client Onboarding
Marketing Support
Technology

Retirement Planning

Discover how our Epic Retirement Roadmap answers your biggest questions and helps you plan with intention.

Learn More

Your Epic Team

Get to know the advisors and specialists who treat your future like their own.

Meet Our Team

Who We Serve

Whether you’re a business owner, professional, or family, discover how our strategies are tailored to your goals.

Meet Our Clients