Our clients look to us as a resource for life’s challenges and risks, whatever they may be. EPNE was founded by Gregory Lawrence in 2001. In 2015 current Managing Director Eric Flaim took the leadership role and has been implementing the skills he has gained through his 18+ years of experience working with clients creating their own customized financial plans and investment portfolios to achieve their dreams. Meet the rest of the EPNE Team here.
Today, technology and market changes allow a small family wealth management firm like ours the ability to deliver to our clients what they need to meet their objectives. With that insight we have rolled out an in-house process that puts the client and their family at the center of their wealth management objective.
Company Mission Statement
“Strive to have our clients comfortable and confident that they are receiving advice
that will better their family’s wealth management objectives.”
Eric Flaim proudly carries the American Flag for USA in the 1998 Winter Olympics in Nagano Japan
Director of Operations