Andrew Tisler (CFP®)

Andrew Tisler focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Divorce Planning

Entrepreneurs

Investment Advice with Ongoing Management

Medical Professionals

Planning Specialties

Hi! I’m Andrew (a.k.a. Trace) founder of Epic Financial, LLC. Epic was started to give smart, hard-working individuals and families access to an affordable, fee-only financial advisor. My goal is to help you work toward your unique vision of a great life - now and during retirement. Together we'll figure out where you currently stand, what’s important to you and what you value and then build and implement a plan that keeps you on track along the way, and helps you adapt as life changes.

To schedule a meeting or contact us directly visit Epic Financial’s contact page. Don’t worry we won’t be annoying or spam you!

Additional Information

I’m not your typical suit-and-tie guy. I’m an outdoorsman at heart with serious hillbilly tendencies. If it’s the weekend, you’ll find me outside. I like to hunt and fly fish. I’m not particularly good at either, but I’ve had some epic trips doing both. In the spring I enjoy helping my friend Dan with the maple syrup operation at Reeves Farm. I’m building my old man library of stories that will last a lifetime.