EPIC WEALTH PLAN

As a seasoned professional at the helm of wealth management, Doug Frawley, CFP©, CPA, MBA, is committed to fostering enduring relationships with clients through consistent communication, insightful education on market dynamics, and unparalleled service. Doug has been a fiduciary for over a decade- always putting his clients' best interests first.  In fact, he started his journey as a financial professional as a fiduciary from day one as a CPA. 

With a proven track record of managing over a quarter billion dollars in client assets, he meticulously develops customized financial plans and comprehensive risk management strategies, propelling clients to not just reach but to eclipse their financial targets. Doug is not only passionate about plotting a secure financial course for our clients' futures but is also dedicated to actualizing their visions into lived realities.  Doug works closely with your CPA, estate planning attorney, trustees, and executors to create a private family office to ensure a comprehensive and well-coordinated financial journey. He is also adept at assembling the perfect team to fit your unique family and financial goals. 

Envision transforming the complexities of wealth into a clear and achievable roadmap—one marked by strategic foresight and tailored to your life’s ambitions. Here at EpicWealthPlan.com, we believe that mastering your finances can be an enjoyable and enlightening experience. That's why we've equipped our site with the dynamic Money Guide Elite My Blocks—think of these as the essential cornerstones for building your financial confidence and crafting a plan that's as unique as your fingerprint.