Company Information

Get to know Epoch Wealth Management, LLC

Epoch Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) that acts as a fiduciary for its clients. Based in Hunt Valley, Maryland, the firm provides comprehensive financial planning and investment management services. Their mission is to be a trusted partner for individuals and families, offering objective advice to help them build, manage, and preserve their wealth through services like retirement planning, investment strategy, tax planning, and estate planning.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Epoch Wealth Management, LLC

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.