# EPL Investment Advisory

EPL Investment Advisory is a RIA based in Mesa.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mesa
- **Assets under management:** Undisclosed
- **Website:** eplia.com

## Regulatory record

- **CRD number:** 118168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118168

## About

EPL Investment Advisory provides a comprehensive range of investment advisory and financial planning services to help individuals, families, and businesses build, preserve, and manage their wealth. Their personalized approach focuses on financial goals, risk tolerance, and long-term objectives, with tailored investment strategies and ongoing guidance. Services include wealth management, trust accounts, IRAs, employer-sponsored retirement plans, tax-free rollovers, defined benefit plans, Roth IRAs and SEP plans, and estate planning.

## Sectors

- Real Estate
- Private Credit
- Insurance

## People

- Eugene P. Lynch — Principal

## Questions

### What is EPL's known posture on co-investments alongside external managers?

The firm largely avoids fund commitments and prefers to originate its own deals directly, particularly in real estate credit. It is not known to participate in broad co-investment clubs or to coinvest alongside institutional private equity or private credit funds. Its deal flow is relationship-driven, sourced through direct borrower contacts and a narrow circle of intermediaries.

## Related profiles

- [Millennium Financial Services](https://altss.com/profile/millennium-financial-services-llp)
- [West Financial Strategies](https://altss.com/profile/west-financial-strategies-inc)

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Last updated: 2026-08-11T15:06:42.396Z

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