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 prefers when his clients have the knowledge to make well informed decisions. 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. Joe knows that trust is essential in making any relationship work and strives to create, maintain and enhance his relationships through his commitment to act ethically and with integrity, inclusion and diversity.
Joe manages many facets of financial planning such as: retirement maximization, investments, annuities, corporate benefits, individual planning, life, disability income and long term care insurance, philanthropic fundraising through charitable trusts, estate planning analysis and strategies, and special needs planning.
Early on in his career, Joe found a particular place in his heart for helping families who have a child with special needs. Joe’s involvement in special needs triggered Massachusetts Mutual Life Insurance Company to seek his assistance in establishing and implementing their own special needs program. He has addressed numerous organizations, regarding financial planning for special needs families. Regarded as a nationally recognized industry expert.
Joe is privileged to have both his sons in the practice, propelling the firm into the next generation. He believes that change is a constant, and keeps his eye on the global economy and the ever changing product environment.
Joe currently serves on the following boards: Unicorn Children’s Foundation, Nova Southeastern University Ambassadors, Florida Atlantic University - Center for Autism and Related Disabilities (CARD) and Seasons Hospice Broward County. He is a very proud member of the Tocqueville Society of the United Way of Broward County and serves on their steering committee and their inaugural endowment committee. He is an active leader in the community and is a sponsor and donor to many organizations throughout the year. Joe and his wife Fran, after living in Boca Raton for 20 years, relocated to downtown Fort Lauderdale in 2014, where they love their 4 minute walk to work!
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care