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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What types of investments does Epiphany Investments handle?
We work with a range of investment strategies tailored to your financial goals and risk tolerance. Reach out through our site and we'll discuss what services align best with your needs during a consultation.
How do you charge for your services?
Our pricing varies depending on the scope and complexity of your investment plan. Contact us to learn about our fee structure and find an option that works for your situation.
How quickly can I get started with Epiphany Investments?
We typically move at a pace that feels right for you—there's no rush. Once you reach out, we'll discuss your timeline and walk you through the next steps during normal business hours.
What should I prepare before my first meeting?
It helps to have a general sense of your financial goals and current situation, but we'll guide you through what we need. Our team will make the first conversation straightforward and comfortable.
Do you work with clients outside of Colorado?
We're based in Highlands Ranch, CO and primarily serve the local area, though we're happy to discuss your specific situation. Contact us to see if we can help with your investment needs.
How often will we communicate about my investments?
Communication frequency depends on your preferences and the type of investments you have with us. We'll establish a regular check-in schedule that keeps you informed without overwhelming you.