Joe Eppy
Login to view DISC.Joe Eppy is the Founder and Financial Advisor at Levanti Wealth, a firm he grew with his wife and two sons. A graduate of The Ohio State University, he has a strong background in helping clients with retirement, tax minimization, and legacy preservation. People often call him passionate, helpful, and an expert in his field.
Guided by lessons from his grandparents, Joe and his wife now live as full-time RVers, splitting their time between Florida and North Carolina. He is deeply involved in the community, particularly in advocating for individuals with special needs and has been honored for his philanthropic efforts.
Joe runs his entire financial practice remotely via Zoom from his Class A RV, which serves as his mobile office.
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