Aaron Epstein
Basepoint Wealth
Associate Wealth Advisor
Aaron Epstein
Basepoint Wealth
Associate Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Aaron Epstein
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Aaron Epstein is a Cedar Rapids, Iowa fee-only financial advisor serving clients locally and across the country. Basepoint Wealth provides comprehensive financial planning, investment management, tax planning, and retirement plan solutions to help individuals and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Aaron Epstein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Aaron Epstein understands that financial planning can sometimes be overwhelming and complex for clients and is passionate about working through the unique aspects of each financial situation to develop and present a financial pathway for the future. Aaron values the of collaborative team environment at Basepoint which benefits our clients greatly.
Aaron attended Cornell College & Mount Mercy University where he earned degrees in Economics and Accounting. In 2017, he was the Director of Programming for a youth sports club when he made the decision to begin his career in finance.
As a financial advisor, Aaron takes pride in developing strong client relationships and helping clients realize and achieve their financial goals through the planning process.
Outside of the office, Aaron enjoys coaching youth soccer, spending time with his family and friends, and outdoor adventures. He and his wife, Leslie, love traveling and enjoy sharing new experiences on their vacations.
Basepoint Wealth is an independent, fee-only wealth advisory firm based in Cedar Rapids, IA. Our goal is to make fiduciary financial advice more accessible to regular families. No commissions, no sales or pressure, just quality financial planning for an affordable fee. Visit our website to find out more!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Aaron Epstein
Office Locations:
-
4144 Golf Street NE
Cedar Rapids, IA 52402
