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    Mr. Andrew L. Tisler, III, CFP®

    Contact

    Epic Financial, LLC
    http://epic-financial.com

    1780 Stoney Hill DR Ste D3
    Hudson, OH 44236-3800
    View on Map (330) 331-0629

    Andrew L Tisler, CFP(r) (a.k.a Trace), founded Epic Financial, LLC 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 and what’s important and what you value, to build and implement a plan that keeps you on track along the way, and help you adapt as life changes. 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.

    Year CFP® Certification Received: 2010
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $0
    Languages: English
    Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Planning for Couples, Sudden Wealth Management, Women's Finances, Young Professionals

    Typical Client Profile

    Average Net Worth: $250,001 - $500,000
    Average Income: $100,001 - $250,000
    Average Age: 45-54, 35-44, 65-74, Generation X, 55-64
    Profession: Self-Employed Business Owners

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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