Take control of your financial future with guidance from Eric Felsenfeld, APMA® and Managing Partner at Liberty Wealth Management LLC. Whether you're navigating investments, retirement, or estate planning, Eric provides tailored strategies designed to align with your goals and create lasting security.
We take a personalized, hands-on approach to managing your wealth, recognizing that no two financial journeys are the same. Eric works closely with each client to craft customized strategies that align with their unique goals—whether that's retiring early, funding a child’s education, growing long-term wealth, or preserving assets for future generations. By focusing on transparency, clear communication, and measurable results. Our mission is to make wealth management not only easier, but more rewarding every step of the way.
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.
Eric Felsenfeld is a seasoned financial advisor and Managing Partner at Liberty Wealth Management, serving individuals, families, and business owners for over two decades. Since stepping into the world of finance, Eric has remained dedicated to helping clients build wealth, plan for retirement, and achieve their most meaningful financial goals.
Years of Experiences
Working with a financial advisor like Eric brings clarity to your money decisions. Whether you're saving for retirement, investing for the future, or planning your estate, professional financial planning helps you stay organized, proactive, and financially secure.
“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.
