A Wealth Management Company

There’s no better time than the present!​

Welcome, we hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Here you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

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About the firm

Estate Preservation Advisors was established in 2002. We are a financial services firm located in Scottsdale, Arizona. Our purpose is to help create a custom pre-retirement and post-retirement plans to achieve our client’s financial goals. No two retirement plans are the same. Through diversifying a portfolio using investment and insurance products we focus on capital preservation. We believe in low cost investment options to accelerate growth. Growth with safety is the hallmark of preservation of wealth. Estate Preservation Advisors will guide you through retirement.

Firm Partners

Scott Bird

As a financial advisor, Scott is dedicated to helping individuals plan to reach their financial goals by developing investment plans around their long-term goals and risk tolerance. My 16 years of experience in financial services enables me to help my client’s structure balanced portfolios to address their specific financial goals. My extensive experience has taught me how to prepare for major shifts in the markets. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Contact me if you’d like me to help you develop strategies for pursuing your financial goals.

Scott

DEAN ZAYED

Dean is the founder and CEO of Brookstone Capital Management, LLC. (BCM). BCM is a nationally recognized fiduciary advisory firm with over 2.5 billion in assets under management and clients in all 50 states. As an independent firm, BCM is able to utilize virtually the entire universe of investment options and vehicles to create robust portfolios that span varying levels of risk. Brookstone was recently ranked the #2 fastest growing RIA firm for the last decade according to WealthManagement.com.
Dean is also the founder and CEO of Prizm Financial Advisors, Inc., a private wealth management practice dedicated to helping its clients achieve every one of their lifetime financial goals. Dean commits to offering a one-source solution for the management, growth, and preservation of his clients wealth.

Mark DiOrio

Mark is the Chief Investment Officer of Brookstone Capital Management. In his role, he leads the firm’s investment committee and drives the firm’s investment policy framework and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment management subsidiary of a publicly traded regional bank holding company. Mark has been featured in the ETF Report, interviewed by Investor’s Business Daily, and quoted in the Wall Street Journal.

Administrative Staff

Brianna

Brianna has been with Estate Preservation Advisors since 2013. She is the Director of Client Services. Her duties include new client on boarding, transaction processing and account maintenance. She is the first point of contact in the office.

Analiese

Analiese is our Client Support Specialist. Her duties include scheduling client appointments, database management and serving as a liaison between our firm and contracted companies. Analiese is also responsible for coordinating our Seminar client events.

Services

College Funding​

Use this calculator to estimate the cost of your child’s education, based on the variables you input.​

Cash Flow Analysis​

This Cash Flow Analysis form will help you weigh your income vs. your expenses.​

Loan Payoff

How much will it cost to pay off a loan over its lifetime?​

Credit Card Debt​

How Long Will It Take to Pay my Balance?

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Services

  • Private Wealth Management
  • Institutional Management
  • Income Planning
  • Estate Planning
  • Tax Strategies
  • 401(k) Management
  • 401(k), 401(A), 403B, TSP, Simple IRA Rollovers
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S. Treasuries Securities
  • Retirement Planning
  • Succession Planning
  • Qualified Retirement Plans
  • Life insurance
  • Long-term care, disability and critical illness
  • 529 qualified tuition plans
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Contact Us

8160 N Hayden Ste J110 Scottsdale, AZ 85258​

480-385-2800

epa@advantexgroup.com​

Contact Us

  • 408-385-2800
  • epa@advantexgroup.com
  • 8160 North Hayden Ste J110 Scottsdale, AZ 85258

Helpful Links

  • About Us
  • Resources
  • Market Watch
  • Request a Quote

Monthly Newsletter

© 2019 EPA Advisors LLC All rights reserved

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Estate Preservation Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.