Are Your Investments Ready for the New Year?
Every year, many of us say, “I’m going to get my financial house in order.” When is the last time you actually did a thorough review of your investments? Are you on track to reach your goals?
Many of the big financial firms spend big advertising dollars so you know their name. However, most are located on Indy’s north side or downtown. That makes setting up an investment review meeting time-consuming, inconvenient and frankly a bit overwhelming for area residents. Until now because Hilliard Lyons now has a financial professional who resides in Center Grove.
Bryan Epperson, who received his Certified Investment Management Analyst® Certification from the Wharton School (CIMA), spent years at the “well-known firms” where he learned there is more to financial services than name recognition. He knows that personal local service is key. He now focuses on personal financial services for southern metro area residents and his neighbors in Center Grove.
Epperson joined Hilliard Lyons in Franklin in 2014. He soon realized Hilliard Lyons is not a household name. It wasn’t long before a prospective client said, “I can’t seem to find anything about Mr. Hilliard or Mr. Lyons,” thinking that it was just a small local firm. In fact, Hilliard Lyons, based in Louisville, Kentucky, has helped clients pursue their goals for more than 160 years.
Bryan joined the team of Lyman Snyder, Chartered Wealth Advisor® (CWA®), who has been managing the wealth of area residents, along with his registered assistant Brenda Mullins, for more than 40 years. Other team members include Allen Johnson, Certified Financial Planner (CFP®), an advisor for 30 years; and the newest addition, Financial Consultant Angela Johnson, with 15 years of experience in financial services. That backing allows Snyder and Epperson to continue to build the premier wealth management service companies in the area.
Epperson stated, “People are sometimes reluctant to discuss their financial situation with a professional. They may be afraid of being embarrassed or think they don’t have enough investments for anyone to help them. I say let’s talk and see what we can do to help.” He offers his services to everyone, young professionals, those nearing retirement and the business owner looking for help with succession planning. Hilliard Lyons provides the tools, resources and experience to help improve retirement or investment situations.
Snyder, Epperson and Hilliard Lyons have insights and ideas to help you move from where you are to where you want to go for funding education, retirement and general estate planning. Bryan added, “Unlike some financial services companies, we aren’t mandated to sell specific products. We create individualized, comprehensive financial plans unique to that client.”
Bryan’s concern for helping people goes beyond their finances. He is treasurer of the CG Bantam Football League, a board member of the Franklin Chamber of Commerce and a member of Franklin Rotary Club. He, his wife Khristina and their five children – two daughters and triplet boys – are members of Saints Francis and Claire Catholic Church.
Epperson says, “Our team has worked with four generations of Franklin and Johnson County residents. I look forward to bringing personal service to current and future generations of Center Grove residents.”
2 E. Jefferson St.
Franklin, IN 46131