Your Partner In Becoming Financially Independent & Creating Your Ideal Life
Whether it is managing investments, planning for retirement, or preparing for life's unexpected events, EPIC Holistic Partners is dedicated to empowering you with a financial plan that supports your entire financial journey
What Is EPIC?
Educate
Education Tailored To Each Individual Client's Wants And Needs
Plan
Develop A Holistic Plan To Be Prepared For Opportunities & Challenges Ahead
Invest
Individual Investment Solutions Tailored To Work Towards Financial Independence
Create
Create Your Ideal Life By Balancing Living Now & Planning For The Future
What Our Clients Say
"We were intimidated to start the process but working with EPIC was way more fun than I expected!"
"Working with the EPIC team helped simplify my life in a big way. We no longer worry about what we might be doing incorrectly or missing altogether when it comes to our money. I definitely wish we started working with them sooner."
"This is more than I ever expected. Not only did they change the way we think about finances, but they also helped us stop to think about what we really want our life to look like."
Testimonials are based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.
Your Dedicated Partners
Erik Pedersen
Founder & CEO
“Meet Erik Pedersen, Founder & CEO”
Born in Colorado, he spent most of his youth playing sports. After graduating from the University of Northern Colorado with a major in finance and economics he began his journey as a financial advisor. In 2005 he was given the opportunity to move to Arizona and became a vice president with Equitable. Through the next 14 years he helped train and develop advisors into the business along with running his own personal practice. He continued that path with Principal Financial for another 6 years.
At the end of 2023 he decided to hang up the management hat and focus on helping more people live their ideal lives. At that time, we began EPIC Holistic Partners and Erik fell into the role of Founder & CEO. Erik’s primary role is to lead the organization, help foster strong client relationships, and navigate complex cases. What Erik enjoys most about this career is being able to help people. His passion for helping people create their ideal life is the reason he says he will never retire!
Erik believes in working hard and playing hard. He loves spending time with and developing his two children, Brynne & Carter. His passions are spending time with his wife, skiing, pickleball, traveling (theme parks are a must annually) and playing Texas hold ‘em.
Heather Wilson
Director of Operations
heather@epicholisticpartners.com
“Meet Heather Wilson, Director of Operations”
Heather has many hometowns but has always stayed a desert girl. Growing up in Palm Springs, then moving to Las Vegas at the start of high school, to settling down here in Arizona in 2016. Heather graduated from Grand Canyon University; 3.5 years & a successful collegiate cheer career (Go Lopes) graduating in December of 2019 with a Bachelor’s & Minor degree. Thankfully, even during the unsettling times of COVID right after graduation, she was quickly picked up by to come work for the team towards the end of 2020.
As the Director of Operations and the experience of working with the EPIC Holistic Partners team, Heather truly enjoys being the “glue” that keeps us running. While the list of items on Heather’s tasks are not short, she is thankful to be in a career that allows her to make an impact on those we help in the practice. As well as the opportunity to grow in skill sets for event planning and marketing.
Currently, Heather resides in Phoenix, AZ with her husband Ryan. They are true adrenaline junkies and enjoy anything that brings a trill, which includes skydiving. When not seeking out adventure, Heather loves reading a great murder mystery book, line dancing at Scoot n Boots, providing consulting & choreography to the HS cheer teams around the valley & spending time on the mountain snowboarding.
Brandon Bettis
Director of Client Enrichment
brandon@epicholisticpartners.com
Brandon focuses on meeting new people and “helping people who want help”. Brandon has a passion for life and loves to go the extra mile for anyone he meets. He learned about “steward leadership” in the military and takes that same approach with all clients.
Areas WHERE We CAN Help
Financial Foundation
- Budgeting
- Restructuring Debt
- Asset Allocation Strategies
- Kids Future Planning
- Financial Independence
- Risk Management
- Life/Disability/Long Term Care
Behavioral Habits
- Coaching & Consulting
- Setting Goals
- Accountability Partner
- Sounding Board
- Making Life More Organized & Simplistic
Professional Partnership
- Personal Relationship
- Ongoing Communication
- Update & Planning Sessions
Business Consulting
- Retaining Key Employees
- Time Management
- Benefits Planning
- Efficient Operation Practices
- Succession Planning
Advanced Planning
- Financial Independence Distribution Plan
- Tax Optimization Planning
- Survivor Benefit Scenarios
- Social Security Scenarios
- Consulting With Trusted Partners
Illuminating Your Path To Financial Clarity & Understanding
Achieving financial clarity is a journey that begins with setting clear, specific goals & how the roles of tax optimization, financial independence & risk management plays into your overall plan. With the right strategy and expert guidance, you can illuminate your path to financial understanding and ensure every step brings you closer to your goals.
Tax Optimization
Using tailored investments to maximize tax efficiency now & in the future
Financial Independence
Striving to have the income needed from your personal resources to live the lifestyle you desire
Risk Management
Protecting your loved ones from the unexpected by utilizing life, disability & long-term care planning
Partnering With You For The Long-Term
What You Can Expect From Us
Our services are customized to meet each individual's needs. EPIC's structured approach and dedicated team not only streamlines the financial planning process but also alleviates the burden of doing it yourself. The goal is to enable our clients to focus on enjoying their lives with peace of mind knowing their financial plan is in good hands.
What We Can Expect From You
Our ideal client is someone who is open & actively engaged in the planning process, fully leaning into the steps required to achieve financial success. They are responsive, values our partnership & maintain consistent communication. They come prepared for meetings, demonstrating their commitment by being active participants in reaching their goals with our guidance.
Helping You Understand EPIC's Approach
Let's Get Started
Schedule A Time To Discuss
We would love to start the conversation with you to discuss the specifics of your situation & see if a partnership makes sense. Click the link below and a member of our team will reach out.