EPM Financial

  • Financial Planning
  • Insurance
2031 N. Mt Juliet Road
Suite 200
Mt. Juliet, TN 37122
(615) 810-8185
(615) 810-8631 (fax)

  • About

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Edwards Porter Group ar

  • Whom to Contact

    • Shane Cohoon
      Wealth Advisor Associate
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    • Brandon Edwards
      Managing Partner/Wealth Advisor
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    • David Gerkin
      Director of Planning & Investment Research
    • Kristin Lueders
      Phone: (615) 810-8185
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    • Graham Mattes
      Director of Market & Economic Research
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    • Mackenzie Moore
      Phone: (615) 810-8185
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    • Martin Porter
      Managing Partner/Wealth Advisor
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