About Us

Our Mission

To inspire our children to become
financially wise and happy kids.


At Epik Wish, every employee is an owner in our business. We treat each other as owners and expect everyone to act like an owner too. We share information openly, build for the long term, and commit ourselves to excellence in everything we do.


We are one team, and we all make important contributions to our mission. We expect greatness, yet we are kind and helpful to one another, knowing that we succeed or fail as a team. We appreciate diverse backgrounds and perspectives, and value working with colleagues who excel-both in their work and as people.


Integrity-an easy word to say, a hard value to uphold every day. We are unfailingly honest at Epik Wish – with each other, with our customers, and with our partners. We don’t play politics, and when we make a commitment, you can count on us to deliver.


At Epik Wish, we approach our work with intention, without ego, and with a beginner’s mind. We believe happiness comes from balance, in quality over quantity, and in substance over flash.


We exist because of our customers; without them, there is nothing else. We steer our own ship but take great pride in serving our customers and we’re humbled by the trust they place in us. When our customers win, we win. It’s that simple.