Epiphany Wealth Management
Financial Services - Houston, Texas, United States
Epiphany Wealth Management Employees
Epiphany Wealth Management Senior Management
Epiphany Wealth Management Details
Epiphany Wealth Management ("Epiphany"), a Registered Investment Adviser (RIA), offers comprehensive wealth management solutions to its client base. Mr. Orie Helaire Jr., Epiphany's President & Founder, has in excess of 20 years of experience in accounting, financial advisory and business consulting services. Orie is a licensed CPA in the State of Texas and holds a Series 65 Securities license. Mr. Helaire is a member of the American Institute of Certified Public Accountants (AICPA), and the Texas Society of Certified Public Accountants (TSCPA). As a CPA, Orie holds the Personal Financial Specialist (PFS®) designation awarded by the AICPA. In addition to being a CPA/PFS, Mr. Helaire holds the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations, earned via and awarded by, the American College of Financial Planning. As an independent adviser in a fiduciary capacity, Epiphany provides fee-based comprehensive wealth management and financial planning solutions employing a "client-first" approach. Thus, Epiphany's clients can rest assured that products/services rendered are in their best interest. Epiphany employs an active, but disciplined approach to portfolio management with a focus on asset and industry diversification ensuring to adjust portfolio allocation periodically. Epiphany navigates the investment landscape for opportunities by employing fundamental analysis. Above all, Epiphany proceeds with the client's objectives and risk tolerance in mind. To the extent that Epiphany is successful in exceeding performance goals while meeting/exceeding client objectives, the ultimate win-win scenario is established. Moreover, Epiphany understands that financial planning is about relationships. Thus, care is taken to ensure that client needs are meticulously understood. By engaging in this methodical approach, Epiphany leverages attention to detail to attain the desired result for its clientele.
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