Andrew Tisler (CFP®)

Andrew Tisler specializes in
the following areas of expertise:

  • Advising Employee Benefit Plan Participants
  • Advising Entrepreneurs
  • Advising Medical Professionals
  • Divorce Planning
  • Middle Income Client Needs
  • Newlyweds & Novice Investors

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.

NAPFA Start Date

February 06, 2015

Industry Start Date

December 01, 2006

This Office

1780 Stoney Hill Dr. Suite D3 Hudson, OH 44236-2377 Phone: (330) 331-0629