In response to an ever-changing financial services world, EPI Advisors, LLC was formed in 2011 and is owned by Richard J. Crandall. It is a Registered Investment Advisor (RIA), allowing our Investment Advisor Representatives (IARs) to give investment advice. The designation requires us to act as fiduciaries, putting the clients' interests first. Money is by outside third-party advisory firms to enable us to review performance objectively. Utilizing multiple money managers allows us to match the needs of clients more closely, using strategies like asset allocation and diversification. Managers with different styles bring an additional dimension not otherwise possible

The EPI Group, LLC is a marketing organization offering comprehensive estate planning services. EPI was founded in 1999 by John D. Melody and is now owned and operated by Kaye L. Crandall, and continues to serve more than 5,500 clients to date. For established clients, our agents conduct annual reviews to ensure that assets are properly titled, goals are being met and supporting documents are reaffirmed. EPI Group, LLC proactively markets its comprehensive services through ongoing seminars, referral programs and direct mail.