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Nick Eppler

CFP®

He/Him/His

Contact Information

Wheaton, IL

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

Hello! I’m Nick Eppler, CFP®, founder of Sonar Wealth. I am an Advice-Only financial planner, and I help career changers, aspiring entrepreneurs, and military veterans.

Here are a few fun facts about me:

1. I served in the US Navy from 2007 to 2012 on a “Fast Attack” submarine called The USS Columbus.

2. Cleveland, Ohio, is my hometown but I currently live in the Chicago area. My family consists of my amazing wife, Erica- my son, Noah- and our crazy cats!

3. When I am not working, you can find me at the gym, spending time with the family, and/or watching the latest TV shows on all of the various streaming services.

Why did I start a financial planning firm?

Since leaving the military, I’ve gone through my fair share of job changes. Each transition required careful financial planning to ensure I could maintain my cash flow needs, optimize my work-life balance, and stay on track for retirement.

Eventually, I became a financial planner to share the strategies that helped me navigate my own career transitions. After working at several well-known firms, I realized I could offer more comprehensive services, which led me to start Sonar Wealth.

Do I only work with military veterans?

No! Being a veteran, I enjoy serving other veterans, and I also work with professionals from all backgrounds, regardless of their career situation or military experience.

Fee Models
  • Monthly:

    $400/mo

  • Annual:

    $5,000/yr

  • One Time Fee:

    $5,000

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Veterans/Military Personnel

  • Sales Professionals

  • Consultants

  • Pre-Retirees

  • Pre-Retirees

Areas Of Specialization
  • Mid-Career Planning

  • Employee Benefits

  • Retirement

  • Pre-Retirement Planning

  • Small Business

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.