Founder
Meet Michael A. Epps, ChFC®, RICP®, 2026 5-Star Wealth Manager
Founder & Chief Wealth Strategist, Fiscal Vision Financial
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Michael A. Epps founded Elite Physician Wealth Planning™ to give physicians and medical professionals a more coordinated way to approach taxes, retirement, investments, practice decisions, and long-term wealth planning.
Professional Philosophy
Michael's work is built around a simple belief: medical professionals should not have to manage complex financial decisions in fragments. The advisor, CPA, attorney, TPA, insurance professional, and other specialists should be working from a shared strategy.
Planning Focus
His planning focus includes tax-aware retirement strategies, retirement income design, wealth management, business-owner planning, and coordination with a client's existing professional team.
Why Physicians
Physicians often spend their careers caring for others while postponing their own planning. Michael's objective is to help them develop a disciplined, structured, and coordinated approach to building and preserving wealth.
Credentials, in plain language
ChFC® — Chartered Financial Consultant
Advanced financial-planning credential covering comprehensive planning across taxes, investments, insurance, retirement, and estate planning.
RICP® — Retirement Income Certified Professional
Specialized designation focused on retirement income planning — sequencing Social Security, retirement accounts, pensions, and other resources into a durable income strategy.
Your First Conversation
The first conversation is not a product pitch. It is a strategy conversation designed to understand your goals, current planning concerns, and whether the Elite Physician Wealth Blueprint™ process is appropriate for your situation.
Start with a strategy conversation.
A confidential introductory call to discuss your goals, current planning concerns, and next steps.
Schedule an Introductory Call With Michael