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Services Offered

At E.P. Wayne Financial Group, we provide experienced assistance in the following areas:

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Planning Strategies

Where you are and where you would like to be. We can assist with:

  • Planning for Retirement (opening an IRA or reviewing an existing one)
  • Education Planning
  • Estate Planning
  • Eliminating Debt
  • Cash Flow Analysis Strategies


Even the best plans can be disrupted by the unexpected if we have not prepared for the unexpected. We can assist with:

  • Life Insurance (Do you need it? If you have coverage, what type of policy do you have? How much does it cost? Is it appropriate for your situation? Basically, do we know beyond a shadow of a doubt that it's the best policy for you?)
  • Long Term Care Insurance
  • Disability Insurance