EPPE Deposit

Reliable regulatory compliance with no disciplinary alerts or conflict alerts, indicating a trustworthy operation.

Personalized service with a low advisor-to-client ratio, allowing for more tailored financial advice.

Variety of financial planning services offered, including investment, tax, and estate planning.

Limited assets under management, which may raise concerns about the firm's scalability and resources.

Average client balance is relatively low, which could indicate a lack of established clientele or trust from larger investors.

Operating in a single state may limit accessibility and options for clients seeking broader investment opportunities.