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Epiphany Wealth Management
Houston-based registered investment advisor Epiphany Wealth Management was founded in 2014 by Orie Helaire, a Louisiana State University-trained CPA and MBA...
Epiphany Wealth Management
Houston-based registered investment advisor Epiphany Wealth Management was founded in 2014 by Orie Helaire, a Louisiana State University-trained CPA and MBA who spent his early career in a Big 4 public accounting environment. The firm operates as an independently owned and structured RIA, serving a cross-section of Texas-based clients including corporate executives, attorneys, doctors, and professional athletes. Epiphany constructs and manages tailored investment portfolios allocated across public equities, fixed income, and retirement-planning vehicles, with each portfolio matched to a client's stated risk profile and financial objective. The firm does not disclose its total assets under management or a preferred fund-structure approach. As a fiduciary, Epiphany charges fees directly to advisory clients rather than earning commissions on product sales, deploying a personal financial planning framework that spans investment portfolio management, retirement planning, and tax-aware financial advisory across the Greater Houston area. Founder Orie Helaire is the sole named principal and combines a CPA license with the Personal Financial Specialist (PFS) designation from the AICPA, alongside specialist marks including the Chartered Financial Consultant (ChFC) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). The firm operates from a single office on Post Oak Place Drive in Houston. Epiphany does not publicize separate philanthropic vehicles or adjacent operating entities. Epiphany's structural differentiation lies in its CPA-at-the-helm architecture: Helaire is a licensed Texas CPA who integrates individual tax planning directly into the portfolio management and retirement-planning process, a dual-authorization model uncommon among smaller fiduciary RIAs serving professional athletes and mid-career executives in a single metropolitan market.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Houston
Corporate office
4544 Post Oak Place Dr., Suite 204, Houston, TX 77027, United States
Principals
Orie Helaire
Principal and Founder
Frequently asked questions
How is Epiphany Wealth Management compensated, and does the firm earn commissions on product sales?
Epiphany states it operates as a fee-only registered investment advisor in a fiduciary capacity, meaning it charges clients directly for financial planning and portfolio management rather than earning commissions from third-party product sales. The firm's own materials emphasize that it places client interests first and makes planning decisions strictly in the client's best interest, consistent with the fiduciary standard applied to RIAs. Specific fee schedules are not published on its website.
What is Orie Helaire's professional background, and how does it shape the firm's investment process?
Orie Helaire began his career in public accounting at a Big 4 firm, then spent more than 25 years as an investor in public markets and as a personal tax planner before founding Epiphany in 2014. He is a licensed Texas CPA and holds the AICPA Personal Financial Specialist (PFS) designation, which requires significant tax and estate-planning expertise layered onto the CPA credential, per AICPA requirements. This background allows the firm to integrate individual tax analysis directly into portfolio construction and retirement-income planning.
Which types of clients does Epiphany Wealth Management serve outside of Houston?
Epiphany's client base is concentrated in the Houston metropolitan area, with the firm identifying corporate executives, business owners, mid-career professionals, doctors, attorneys, and professional athletes as its primary clientele. The firm does not list additional offices outside Houston, and its website does not indicate a national remote-advisory footprint. Engagements appear to be built around in-person relationship-driven advisory in the Texas market.
Does Epiphany participate in fund commitments, direct private deals, or alternative investments beyond public securities?
The firm does not publicly disclose participation in private fund commitments, direct co-investments, or alternative asset classes such as venture capital, private equity, or real estate partnerships. Its website describes constructing client portfolios around publicly traded securities and retirement-planning vehicles, with a focus on asset allocation tailored to individual risk profiles. No named private-market positions are referenced in its materials.
How does Epiphany's CPA-plus-RIA structure affect its regulatory posture compared to a standard wealth advisory practice?
As a Texas-licensed CPA firm operating an RIA, Epiphany is subject to both the professional standards enforced by the Texas State Board of Public Accountancy and the Investment Advisers Act of 1940, administered by the SEC or state securities regulators depending on its AUM threshold. Founder Orie Helaire's CPA license imposes continuing professional education requirements and ethical standards that extend beyond the Series 65 requirement for investment adviser representatives. This dual-regulatory layer creates a compliance framework that governs both the tax-planning and investment-management functions of the practice.
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