Epiphany Advisory Group

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Epiphany Advisory Group

Warm homestay exterior and garden surrounded by tropical greenery

Everything your wealth requires.
Everything your life deserves.

We are a private advisory and lifestyle group, and we have spent more than 15 years perfecting our membership to deliver something few practices can offer. World-class financial advisory and white-glove lifestyle concierge. Both available and operating at standard of excellence. Here is what an Epiphany membership makes possible.

Become a Member

01

Income protection, growth, and legacy. Managed by a single trusted advisor.

One advisor. Your entire financial picture.

02

Dedicated concierge access to travel, acquisitions, and the arrangements that define a life well-lived.

Ask, and it will be done.

03

Epiphany surfaces opportunities, flags gaps, and brings recommendations before you know to ask.

A proactive partner.

01

Income protection, growth, and legacy. Managed by a single trusted advisor.

One advisor. Your entire financial picture.

02

Dedicated concierge access to travel, acquisitions, and the arrangements that define a life well-lived.

Ask, and it will be done.

03

Epiphany surfaces opportunities, flags gaps, and brings recommendations before you know to ask.

A proactive partner.

Your world fully attended to.

Financial Advisory | What membership includes:

Epiphany's financial advisory practice spans every dimension of a one's wealth. From the structure of their income to the architecture of what they will one day pass on. Members receive proactive financial counsel across advanced estate planning, life insurance, annuities, and executive strategy. Ensuring everything you've worked hard for is managed diligently and yields for you and your family, indefinitely.

Epiphany’s financial advisory practice spans every dimension of a one’s wealth. From the structure of their income to the architecture of what they will one day pass on. Members receive proactive financial counsel across advanced estate planning, life insurance, annuities, and executive strategy. Ensuring everything you’ve worked hard for is managed diligently and yields for you and your family, indefinitely.

Epiphany’s financial advisory practice spans every dimension of a one’s wealth. From the structure of their income to the architecture of what they will one day pass on.

Members receive proactive financial counsel across advanced estate planning, life insurance, annuities, and executive strategy.

Ensuring everything you’ve worked hard for is managed diligently and yields for you and your family, indefinitely.

Concierge | What membership includes:

Epiphany's concierge services extends membership into the arrangements that mark the most impressionable moments in life. A dedicated personal contact available for all of life's requests, managing travel with care, sourcing vehicles at terms unavailable to the general market, and securing the reservations and acquisitions that require not a search but a relationship.

Epiphany’s concierge services extends membership into the arrangements that mark the most impressionable moments in life. A dedicated personal contact available for all of life’s requests, managing travel with care, sourcing vehicles at terms unavailable to the general market, and securing the reservations and acquisitions that require not a search but a relationship.

Epiphany’s concierge services extends membership into the arrangements that mark the most impressionable moments in life.

A dedicated personal contact available for all of life’s requests, managing travel with care, sourcing vehicles at terms unavailable to the general market, and securing the reservations and acquisitions that require not a search but a relationship.

Ask, and it will be done.

Naturally lit homestay room with warm timber and garden views

Member Benefits

Concierge Services:

Private travel arranged with the precision of a dedicated travel secretary
Vehicle sourcing through 390+ dealership relationships, at terms the open market cannot offer
Luxury procurement from Hermès and Patek-Philippe to fine wine, rare spirits, and the elusive
Priority reservations and access at the destinations that normally require a waitlist
Private aviation charter management, from single legs to extended itineraries
Access to cultural, culinary, and celebratory experiences of the highest order
Yacht and water charter arrangements, matched to the experience you have in mind
A dedicated personal contact to facilitate all of your needs

Financial Advisory:

Advanced estate and tax architecture built before it's urgent
Life insurance designed as a wealth-building instrument, not just a safeguard
Guaranteed income through annuity structures tailored to your timeline
Estate planning managed through expert counsel
Executive compensation and deferred income strategy
Benefits architecture for the business owner whose team reflects the standard of the enterprise
Executive Bonus programs through annuity-based strategies
Credit card arbitrage to gain strategic value from what you already spend

Concierge Services:

Private travel arranged with the precision of a dedicated travel secretary
Vehicle sourcing through 390+ dealership relationships, at terms the open market cannot offer
Luxury procurement from Hermès and Patek-Philippe to fine wine, rare spirits, and the elusive
Priority reservations and access at the destinations that normally require a waitlist
Private aviation charter management, from single legs to extended itineraries
Access to cultural, culinary, and celebratory experiences of the highest order
Yacht and water charter arrangements, matched to the experience you have in mind
A dedicated personal contact to facilitate all of your needs

Financial Advisory:

Advanced estate and tax architecture built before it's urgent
Life insurance designed as a wealth-building instrument, not just a safeguard
Guaranteed income through annuity structures tailored to your timeline
Estate planning managed through expert counsel
Executive compensation and deferred income strategy
Benefits architecture for the business owner whose team reflects the standard of the enterprise
Executive Bonus programs through annuity-based strategies
Credit card arbitrage to gain strategic value from what you already spend

Concierge Services:

Private travel arranged with the precision of a dedicated travel secretary
Vehicle sourcing through 390+ dealership relationships, at terms the open market cannot offer
Luxury procurement from Hermès and Patek-Philippe to fine wine, rare spirits, and the elusive
Priority reservations and access at the destinations that normally require a waitlist Private aviation charter management, from single legs to extended itineraries
Access to cultural, culinary, and celebratory experiences of the highest order
Yacht and water charter arrangements, matched to the experience you have in mind
A dedicated personal contact to facilitate all of your needs

The full range of what membership makes possible does not end here. Your access is tailored to your needs. Financial, personal, and everything in between. To explore your membership needs, apply below and a member of our team will be in touch.

Become a Member

How much does membership cost?