Lawrence Epperly

About Lawrence Epperly

Legacy Wealth Management is an employee-owned firm that is among the most respected, independent registered investment advisory firms in the nation. Our team of CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analysts (CFA), Juris Doctorates (JD) and MBAs have extensive financial planning and portfolio management experience along with a commitment to adhere to high ethical standards; always working to the fiduciary standard. We believe the best way to help our clients achieve their financial and life goals is to coordinate their financial plan with customized portfolio management and ongoing wealth management. Our firm’s highly-accomplished staff works together in client service teams to develop and manage client’s overall long-term financial strategy. Our knowledgeable client service teams simplify our clients’ financial lives to build and preserve wealth based on their personal situation. An important part of what we do is to provide our services on a fee-only basis. As fiduciaries, we do not sell products or accept commissions; our advice to clients is based solely on their financial goals. This means our services are objective and unbiased, which allows clients to receive financial planning and portfolio management advice designed around their goals and best interests. Legacy Wealth Management’s strong reputation and long-standing commitment to always put clients first serves as the foundation for our client relationships. Our strategic approach to combine comprehensive financial planning with management of customized portfolios has fostered lasting client relationships. We currently work with over 1,500 clients across the United States and manage in excess of $2.7 billion. We have worked hard to build and keep our client’s trust and confidence and we will do the same for you.

Experience

1. Director of Client Service

   Legacy Wealth Management, Llc

   Jan 2025 — Present

Education

• The University of Iowa Tippie College of Business

  Bachelor of Business Administration (B.B.A.), Finance, General

  2006 — 2010

• The University of Iowa Tippie College of Business

  Master of Business Administration (M.B.A.), Finance, General

  2012 — 2014

Skills

• Business Analysis
• Casino Gaming
• Equity Research
• Investment Valuation
• Asset Allocation
• Crystal Ball
• Management Consulting
• Management
• Valuation Modeling
• Asset Management
• Leadership
• Data Analysis
• Non-Profit Leadership
• Communication
• Business Systems Consulting
• Microsoft Excel
• Valuation
• Finance Consulting
• Dcf Valuation
• Business Strategy
• Group Leadership
• Training
• Microsoft Word
• Strategic Finance
• Problem Solving
• Consulting
• Business Development
• Gaming Industry
• Equity Valuation
• Financial Modeling