The Eppy Group

Specialties

Insurance: Life, Disability Income, LongTerm Care

Asset Protection

Retirement Planning

Annuities

Managed Portfolios

Special Needs Planning

Business Insurance

Business Benefits

History

Established in 1993.

Founded by Joseph Eppy

Fort Lauderdale

Meet the Business Owner

Joseph F.

Business Owner

Joe Eppy, a native of Ohio, graduate of The Ohio State University and avid Ohio sports fan, is the founder, president and Chief Visionary Officer of The Eppy Group. With a background in accounting, Joe has been in the financial services industry in the South Florida region since 1993. Since then, Joe has grown The Eppy Group into one of the premier financial firms in the area. Joe’s approach to financial planning revolves fundamentally around education. He believes that growing wealth must be accompanied by a strong defensive plan; a most important and often overlooked facet of planning. He focuses on the most tax efficient use of wealth at retirement, while preserving the legacy. Joe would be considered a reallocation specialist, helping his clients determine the most effective placement of their money. His strongest skillset is helping people keep the money they make.