Trace Tisler
CFP®
Epic Financial
Financial Advisor
Trace Tisler
CFP®
Epic Financial
Financial Advisor
A fee-only financial advisor helping you make the most of your money. - Trace Tisler, CFP®
Fee-Only Financial Planner located in Hudson, OH and serving the entire northeast Ohio region and clients across the country
Trace Tisler is a fee-only financial advisor in Hudson, OH. His company, Epic Financial, LLC provides comprehensive and objective financial planning and investment management services to help clients: organize, grow and protect their earnings and assets through life’s transitions. As a fee-only, fiduciary and independent financial advisor, Trace Tisler and Epic Financial, LLC is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I'm Trace Tisler, CFP®
I’ve been a financial planner, financial advisor, investment advisor and high net-worth wealth management expert for the best part of two decades.
Despite being of the "middle-aged-white-male" presuasion, I feel I do my best work and enjoy working with the better 50+% of the population that are female. Generally that's reflected in the form of female: majority bread-winner, divorcee's and those that have loss their partner.
I started as a financial analyst at a nationally recognized, high net-worth wealth management firm in the North-East Ohio, Akron, OH area. At the age of 27 I was promoted to the Director of Wealth Management. As such, I managed more than 100 million dollars in client investments and oversaw their financial plans. I learned a lot about what "success" looks like to an individual/family.
I found that implemting a methodolgy of K.I.S.S. (keep it simple stupid), transparency and honesty more often than not leads to a roadmap towar financial success.
Nearly two decades later, as Founder, CEO and head honcho of Epic Financial. Trace meets with clients personally and handles the ins and outs, ups and downs of all client planning and implementation (he’s the Certified Financial Planner). Can often be found nerding out over spreadsheets.
- Can’t be interrupted when: Radiolab is playing.
- Favorite beer: Bells Two Hearted Ale
- Best fly fishing spot: Frying Pan in CO
- Beach or mountains? Mountains. In a camper.
He's NOT a suit-and-tie guy. An outdoorsman at heart with some SERIOUS hillbilly tendencies. If it’s the weekend, you’ll find him outside...yard-working, fishing, hunting, survivor-ling with his son Chet.
Trace Tisler is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Epic Financial, LLC is a fee only financial planning firm. We provide financial planning and investment management services to individuals, couples, and families.
Our clients are savvy. They know that in certain areas of life peace of mind can be worth more than the price you pay. And having someone to trust can pay a lifetime of dividends. Ultimately, all our clients want to do the best they can while moving toward their financial futures. Our guidance and help let them rest assured they are.
We do not earn sales commissions, referral fees, or kickbacks of any kind.
Focused on Financial Planning
Financial planning and investment management are often used interchangeably. But, selecting appropriate investments is only one part of financial success. We believe doing the right thing with your money is not exclusive to which investments you should use.
We provide comprehensive financial planning, which can include services such as: cash flow, retirement planning, debt management, estate planning, insurance planning, tax planning, mortgage analysis, career planning, and investment management.
Experienced
We’ve been providing financial advice for more than 15 years to clients from diverse backgrounds.
We know a lot, but the most important thing experience teaches, is that we can’t know it all. We are dedicated to continually learning and building relationships with other professional experts so our clients get the best advice possible.
Credentialed – CFP®
The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning. In order to obtain the CFP® designation an advisor must:
- Possess a college degree
- Complete CFP® specific course work
- Have a minimum of 3 years of professional experience
- Pass a comprehensive exam
- Maintain continuing education credits
- Adhere to strict ethics requirements
Fee-Only
We are Fee-only which means we do not earn commissions, referral fees, or kickbacks of any kind. These hidden under-the-table type payments breed conflict of interest between advisors and clients. The only compensation we receive for our services is directly from you. We never sell any kind of investment or insurance product.
Fiduciary
A big word with big meaning. Our clients deserve a financial advisor that is fully committed to doing what is in their best interest. Our status as registered investment advisor requires that we put your interest ahead of our own. Other investment brokers or insurance sales people are only required to provide “suitable” options.
In other words, we treat you like we’d treat mom and dad.
You probably wouldn’t go to a doctor or lawyer that wasn’t working in your best interest. Why would you choose a financial advisor differently? Rest assured we are working in your best interest, not just trying to sell you a product that earns them the largest commission.
We Work Virtually
We know how annoying it can be to take time off work or use vacation days for appointments. It’s not always convenient and we know you’d rather use your vacation doing something fun. By providing our services virtually, you can receive advice in an efficient and convenient way.
We work with clients locally and across the country. Whether you’re next door or across time zones we’ve got you covered.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Estate Planning
Ideal Clients
- Women Breadwinners
- Women Financial Head of Households
- Retirees and Near Retirees
- High-Income Couples/Families
- Business Owners
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Trace Tisler is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Trace Tisler is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Trace Tisler is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Trace Tisler is a Member of the Cleveland Financial Advisors Network
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Trace Tisler is Quoted on Nasdaq.com: "Why Your Financial Advisor Has a Financial Advisor"
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Creating a Unique Financial Planning Service Model with Trace Tisler Can Be Heard on XYPN Radio
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Trace Tisler is a Guest on the Money Checkup Podcast: "Navigating the Market Uncertainty of COVID-19"
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Trace Tisler Writes a Guest Blog for Thoughtful Financial Planning: "Where to Keep Your Emergency Fund"
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Trace Tisler is Mentioned on the Financial Advisor Success Podcast: "Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach"
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Trace Tisler is Quoted on the Credit Solution Program: "Do You Have to Pay Off All Debt Early?"
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Trace Tisler is Quoted in Financial Advisor Magazine: "What Millennials Want"
Contact Trace Tisler
Office Locations:
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1780 Stoney Hill Dr. STE D3
Hudson, OH 44236
