Epona Financial Solutions

Epona Financial Solutions (CRD# 155591) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $5,125,363 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $394,259
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Epona Financial Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Claudia E. Mott
CRD#: 1480952
Millington, NJ
96
Wealthminder
score

Claudia Mott (CRD# 1480952) is an Investment Advisor Representative working at Epona Financial Solutions in Millington, NJ and has over 24 years of experience in the finance industry. Claudia Mott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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