About
OVERVIEW
Epiphany Wealth Management LLC is an independently owned and operated Registered Investment Advisory firm offering the full suite of personal financial planning and wealth management services. Operating in a fiduciary capacity, Epiphany Wealth Management addresses the entire value chain of financial planning services. As such, Epiphany places its client interests above all else. In doing so, Epiphany is acutely aware of the importance of our client centric viewpoint.
Simply put, Epiphany places the client interest first and makes planning decisions based strictly upon what is consistent with the client risk profile and financial objectives. In essence, services are tailored to the client-specific scenarios rendered in their best interest.
Passionate about client service and financial literacy, Epiphany acknowledges relationship building as the key ingredient to establishing enduring client success. As such, Epiphany strives to bond with clients with the goal of building and sustaining synergistic relationships based upon earned trust and integrity.
THE CLIENTS WE SERVE
Epiphany renders services to clients across a broad spectrum of industries and disciplines. Clientele encompasses corporate executives; business owners/entrepreneurs; mid-career professionals; Doctors, Attorneys, and Professional Athletes among others. With an emphasis on total customer satisfaction, Epiphany welcomes the opportunity to exceed our client expectations. Therefore, Epiphany is committed to working with each client to implement pragmatic and tailored strategies strategically curated to meet the desired objectives.
FOUNDER BIO
Practical expertise.....Exceptional Service
Mr. Orie Helaire is the principal and founder of Epiphany Wealth Management LLC, a Registered Investment Adviser (RIA) in the state of Texas. Mr. Helaire has more than two decades of experience in the finance industry. Prior to founding Epiphany Wealth Management, Mr. Helaire served as a trusted financial consultant to many of the leading corporations across a broad spectrum of industries. Mr. Helaire began his career in public accounting in a Big 4 environment where he gained a macro view of high-level financial transactions along with an appreciation of fundamental financial statement analysis. After layering more than 25 years of experience as an investor in the public markets as well as in personal tax planning into the equation, Mr. Helaire brings a unique perspective to his clients as a comprehensive financial planner and wealth manager.
CREDENTIALS & DESIGNATIONS
Academically, Mr. Helaire earned his undergraduate degree in Accounting from Louisiana State University where he would also go on to earn an MBA. He is a licensed CPA in the State of Texas and holds a Series 65 Securities license. Orie is a member of the American Institute of Certified Public Accountants (AICPA).
Additionally, Mr. Helaire also holds the following noteworthy professional designations:
- CPA/PFS – Certified Public Accountant/Personal Financial Specialist earned via the American Institute of Certified Public Accountants.
- SE-AWMA – Sports & Entertainment Accredited Wealth Management Advisor designation earned via the College for Financial Planning
- ChFC – Chartered Financial Consultant designation earned via the American College of Financial Services.
- RICP – Retirement Income Certified Professional designated earned via the American College of Financial Services.
Financial Advice Tailored to you, the client!
Focus Your Time and Efforts on perfecting your craft. Meanwhile, as your personal financial advisor, Epiphany will handle the heavy lifting on financial matters with proficiency and transparency!
