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Joseph Eppy Instructor Information

President and Chief Visionary Officer

The Eppy Group

  • Member since 2017

Joe Eppy, a native of Ohio and proud graduate of The Ohio State University, is the president and Chief Visionary Officer of The Eppy Group. Joe and his firm help clients with many facets of financial planning such as: retirement maximization strategies, business solutions, philanthropic fundraising, college funding options, estate planning strategies, and special needs planning. Joe's approach to planning revolves fundamentally around educating his clients to help ensure their ability to make well planned decisions. He believes that growing wealth should be accompanied by a strong defensive plan; an often overlooked facet of planning. He believes in preparing for the most tax efficient use of wealth at retirement. Joe works alongside both his sons 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. Joe is also a proud member of the Tocqueville Society of the United Way of Broward County and serves on many of their committees. As an active community leader, Joe is a sponsor and donor to many organizations in Fort Lauderdale and throughout Broward County where he enjoys to work, live and play!

Joseph Eppy is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  Member SIPC (www.SIPC.org) OSJ: 2100 Ponce De Leon 6th Floor Coral Gables Florida 33134: 305-648-2445. The Eppy group LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CA Insurance License #OC48018 CRN201805