epicwealthplan.com
epicwealthplan.com
Wealth management is more than growing assets—it's a blend of sharp financial expertise, strategic foresight, and deep dedication to achieving your life ambitions. At our core, we value enduring trust and personal connections with our clients. As your trusted fiduciary, we navigate the market's complexities and life's significant milestones with you. Tailoring our guidance to those with over $1 million to invest, we empower you to make informed, bespoke financial decisions. Our approach is personalized, aligning with your distinct financial goals and shaping the path to your success.
Doug Frawley is the Senior Advisor at Avalon and brings with him a rare blend of expertise, experience, and educational pedigree. As a Certified Financial Planner (CFP ®), Certified Public Accountant (CPA), and holder of an MBA, Doug's multifaceted insight is the cornerstone of his effectiveness.
With a formidable track record of managing a quarter of a billion dollars in client assets, Doug has honed his craft in the crucible of financial markets, emerging as a trusted advocate for affluent clients. His approach to wealth management is characterized by meticulous analysis, strategic foresight, and an unyielding dedication to achieving his clients' aspirations.
Embarking on a journey with every client, we appreciate the distinctiveness of their financial terrain. Consider us as the navigators of your fiscal odyssey, where each asset is a waypoint, each objective a destination. Our purpose is to chart and steer this course, ensuring a seamless voyage that harmonizes security, prosperity, and satisfaction.
Utilizing state-of-the-art instruments like Money Guide Elite, we offer you a captivating expedition in financial planning. These resources empower you to traverse diverse landscapes of your fiscal world, from charting a serene retirement to mapping out legacy plans, all within an experience that dances to the rhythm of your personal aspirations.
Beyond the realm of wealth management, Doug Frawley and his wife Mercedeh founded Fraud Warriors Inc, a 501(c)(3) nonprofit dedicated to combating financial fraud. This initiative is more than a passion project—it reflects the ethical foundation upon which our financial advisory practice is built. We are a tax-exempt organization, and we maintain an unwavering commitment to transparency, integrity, and security across all facets of our advisory services. Visit our website www.fraudwarriors.org for tips on how to avoid scams and financial fraud, and how to spot and report deceitful money managers.
Epic Wealth Plan is committed to embarking on an epic journey with each client—one where success is measured not only in returns but in achieving a sense of financial serenity. We understand that your wealth is the culmination of hard work and prudence; it is our privilege to steward it towards a future that reflects your highest ambitions.
We invite you to discover the Epic Wealth Plan difference—where your financial legacy is crafted with the utmost care, where your wealth is not just managed but celebrated, and where every strategy is a step towards an extraordinary future.
Learn about our Investment Approach headed by Relative Strength Guru Chris Rowe
Visit my LinkedIn Page for more details on my professional background.
Check out the nonprofit organization I launched with my wife to combat financial fraud with AI
Currently accepting clients with $1M in investable assets.
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