EPG Wealth Management

EPG Wealth Management

Founded in 2019, EPG Wealth Management is a Georgia-based registered investment advisor anchored in Atlanta's Buckhead financial district. The firm presents itself as a consortium of advisors drawing on a combined 115 years of experience, though it does not disclose individual principals by name or title publicly. Its client base spans individuals, corporations, and institutions. EPG's strategy centers on retirement-income engineering rather than benchmark-chasing. The firm designs custom portfolios — its website specifies low-cost, in-house builds rather than off-the-shelf models — and focuses on generating the cash flow required to maintain client spending goals. It reports using a structured planning cycle: clarifying a client's current financial position, mapping goals to a roadmap, then selecting assets optimized for risk-adjusted return within a defined time horizon. The firm operates without a proprietary product shelf, positioning itself as institutionally agnostic. The firm's website lists a 13-person team spanning investment advisory, operations, compliance, and client relationship functions from its single office at 309 East Paces Ferry Road. It does not publish AUM, headcount, or deployment figures. No adjacent vehicles, philanthropic structures, or club affiliations are disclosed publicly. There is no verifiable operational event from the last 24 months in the provided sources. EPG's structural positioning turns on its independence from the large bank and wirehouse ecosystems that dominate Atlanta wealth management. The firm's own language contrasts its custom, goals-aligned portfolio construction with "cookie-cutter" allocations. For a regional practice, that independence — combined with a process explicitly built around retirement cash-flow durability rather than asset-gathering — is the architectural distinction.