Epstein Financial Services offers a broad range of financial and investment services, business succession, estate planning and retirement plan oversight for Family Business Owners, Professionals, and High Net Worth Individuals.

The Family CFO^® Wealth Management Process

Every company has a chief financial officer. At EFS we become your Family CFO^®, providing greater simplicity, focus and balance in your financial life.

Achieving Financial Independence

What will it take for you to achieve financial independence with reduced financial anxiety?
At Epstein Financial Services we ask that question of every one of our clients — Family Business Owners, Professionals, and High Net Worth Individuals. It’s a question that helps us guide our clients to articulate a vision for the future and allows us to help bring about successful financial, investment and retirement outcomes.

Our unique Family CFO^® Process is designed to create greater Simplicity, Focus & Balance in your financial life. The result of participating in these unique solutions is a change in the state of your financial grace, reduced financial anxiety, greater peace of mind, delegated financial decision making, greater financial independence and lifetime fulfillment.