Las Vegas, Nevada · Serving clients nationwide
We help successful families and business owners bring investments, tax planning, retirement and legacy into one coordinated plan, explained in language that actually makes sense.
Most people collect accounts, policies and decisions over a lifetime without anything tying them together. We help bring those pieces into a single plan, so each decision is made with the others in view.
Running a business means keeping growth, employees, tax planning, retirement and an eventual exit in your head all at the same time. Your personal finances are part of that overall picture. We take all this information to help you plan with the whole picture so you can remain focused on running your business.
Jimmy joined Raymond James in 2026. With access to the extensive resources and capabilities of Raymond James, he continues to provide the highly personalized guidance and long-term relationships that have defined his practice throughout his career.
Epley Partners Private Wealth was founded on a straightforward idea: financial decisions are most effective when viewed in the context of a client's complete financial picture. We help clients evaluate investment, retirement, estate, and tax-related considerations as part of a comprehensive planning process while working alongside their other professional advisors as needed.
We work with a limited number of families and business owners so that every relationship gets real attention: direct access, clear explanations, and a plan you can actually describe to someone else.
Learn more about us
Meet Jimmy Epley
Jimmy has worked in the tax and financial services industries since 1997 and obtained his investment licenses in 2002. This breadth of experience has shaped his comprehensive approach to planning. Rather than viewing investments, retirement planning, and tax-related considerations in isolation, Jimmy believes they should be assessed within the context of a client's overall financial plan, in coordination with other qualified professionals when appropriate.
We learn about your goals, your values, your current situation and what matters most to you.
We build a personalized strategy that brings investments, tax planning considerations, retirement and estate planning together as part of your overall financial plan.
We put the plan into action and coordinate the moving parts so nothing is left half-done.
We conduct reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggest any changes where needed.
We don't only manage investments. Each piece of your financial life influences the others, so we plan them as one system rather than a set of unrelated decisions.
Generic, off-the-shelf solutions
Guidance built around your situation
Services that don't talk to each other
Comprehensive wealth planning
Strategies that are hard to follow
Plain-language explanations, every time
A new voice on the phone each time
The same person who knows your wealth goals
BrokerCheck is a free tool from the Financial Industry Regulatory Authority (FINRA) that lets you research the professional background of brokers, investment advisers and firms.
