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
- 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.
NAPFA Start Date
February 06, 2015
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