EPM Financial

Financial Services • Mount Juliet, Tennessee, United States • 11-20 Employees

Company overview

Headquarters	2031 N Mount Juliet Rd, 200, Mount Juliet, Tennessee 37122, US
Phone number	+16158108185
Website	epmfinancial.com
NAICS	52
SIC	621
Keywords	Stocks, Wealth Management, Annuities, Bonds, Retirement Planning, Life Insurance, Financial Planning, Long-Term Care Planning, 401(K) Planning
Founded	2013
Employees	11-20
Socials

Key Contacts at EPM Financial

David Gerkin

Director Of Planning & Investment Research

Shannon Lashlee

Director Of Business Development

EPM Financial Email Formats

EPM Financial uses 2 email formats. The most common is {first name} (e.g., john@epmfinancial.com), used 76.9% of the time.

Format	Example	Percentage
{first name}	john@epmfinancial.com	76.9%
{first initial}	j@epmfinancial.com	23.1%

About EPM Financial

The EPM Financial team provides investment management, risk optimization and strategic wealth planning advice. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that work toward long term investment results for you and your family. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Call today to start the conversation and start saving for the future.

EPM Financial revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Manager

Employees by Department

EPM Financial has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

EPM Financial has never raised funding before.

EPM Financial Tech Stack

Discover the technologies and tools that power EPM Financial's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Priority Hints

Performance

Frequently asked questions

EPM Financial is located in Mount Juliet, Tennessee, US.

You can reach EPM Financial at +16158108185.

EPM Financial was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

EPM Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at EPM Financial

David Gerkin

Director Of Planning & Investment Research

Shannon Lashlee

Director Of Business Development

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