Eric Felsenfeld is a trusted financial advisor dedicated to helping individuals and independent advisors build long-term financial success through personalized strategies, clear guidance, and independent insight tailored to your unique goals.
We manage your money in a personalized, hands-on way because we know that everyone's financial journey is different. Eric works closely with each client to create personalized plans that help them reach their specific goals, such as retiring early, paying for a child's education, building wealth over time, or protecting assets for future generations. By putting an emphasis on openness, clear communication, and results that can be measured. Our goal is to make managing money not only easier, but also more rewarding at every step.
We develop full-scale financial roadmaps based on your current situation and where you want to go. Everything from cash flow to insurance is considered.
Eric creates diversified, custom-built portfolios to grow and protect your assets—balancing risk and opportunity to align with your lifestyle.
Planning for retirement isn’t just about saving—it's about knowing how much, how long, and what’s next. We help ensure you’re prepared.
Secure your family’s future with thoughtful strategies for asset distribution, tax efficiency, and long-term wealth preservation.
For more than 20 years, I have been a financial advisor and Managing Partner at Liberty Wealth Management, helping people, families, and business owners. Since he started working in finance, Eric has always been committed to helping his clients make money, plan for retirement, and reach their most important financial goals.
Years of Experiences
When you work with a financial advisor like Eric, you can make better decisions about your money. Professional financial planning helps you stay organized, proactive, and financially secure, whether you're saving for retirement, investing for the future, or planning your estate.
“Eric helped simplify my entire financial picture. I now feel confident about retirement and know exactly where my money is going.”
“Eric's advice has been invaluable. From setting up investments to planning for my children’s education, he’s guided us every step of the way.”
“What I appreciate most is how Eric truly listens. He created a plan that reflects my goals, not some cookie-cutter solution.”
“Thanks to Eric’s expertise, my finances are finally aligned with my values and long-term plans. Highly recommend his services.”
Choosing the right financial advisor is one of the most important decisions you’ll make. With Eric, you’re not just getting financial advice—you’re gaining a lifelong partner in your financial journey.
Eric Felsenfeld is committed to providing transparent, supportive, and expert financial guidance. Below are some of the most common questions clients ask before starting their financial journey.
Eric provides comprehensive financial planning, including investment management, retirement planning, tax strategies, estate planning, and more—tailored to your individual needs.
You’ll receive regular check-ins, strategy reviews, and portfolio updates. Eric believes in clear, consistent communication every step of the way.
Eric works with a wide range of clients, from high-net-worth individuals to young professionals starting their financial journey. Let’s talk about what works for you.
Client assets are held with trusted custodians, and every financial plan includes risk assessments to ensure your investments match your comfort level and goals.
Absolutely! Eric offers no-obligation consultations to understand your goals and see if it’s the right fit—for both of you.
