Eric Shoenfeld, CMFC®, CRPC®

President, Financial Advisor

Eric Shoenfeld is a financial advisor who is dedicated to helping everyday families care for those they care about.

Eric is passionate about helping people develop and achieve a predictable range of happy outcomes relative to their personal financial goals. He is passionate about serving those who also share that spirit of service, whether it’s through giving back their time, talent, or treasure. He understands that many of our everyday heroes are dedicated professionals who are not “in it for the money” and therefore can benefit from an experienced financial sidekick, helping them to make the most of their accumulated wealth.

Here to Help With What Matters Most to You.

Everyone's situation is unique. We're here to help you focus on what matters with comprehensive and nimble financial strategies that adjust and evolve along with you. Let's have a conversation to discuss your goals and how we can help you achieve them.

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