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About

Finance
  • Leading the way in customized wealth strategies.
  • Focused Planning for Every Financial Milestone.
  • Trusted Guidance in Portfolio & Retirement Management.
  • Turning Ambitious Goals into Lasting Financial Security.
About Us

Personalized Financial Solutions for Confident Futures

With over 20 years of experience, Eric Felsenfeld has been guiding clients toward financial clarity and long-term success. As Managing Partner at Liberty Wealth Management, Eric is a trusted financial advisor known for delivering strategic, client-centered solutions across all areas of personal finance.

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200

Experienced Team

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3k

Successful Project

Why Choose Eric Felsenfeld

Choose Us

Your Trusted Partner for Personalized Financial Success

With over 20 years of experience, Eric Felsenfeld offers expert financial guidance backed by proven strategies, real-world insight, and a commitment to long-term results. His client-first approach ensures that every financial plan is crafted to meet your unique goals, lifestyle, and future aspirations.

Strategy
90

Client Retention Rate

95

Customized Wealth Strategies Delivered

85

Tax-Efficient Planning Success

01

Comprehensive financial planning including investment management, retirement strategies, estate planning, and tax optimization—all tailored to your life and goals.

02

Eric starts with a full financial review—analyzing your assets, income, goals, and risk tolerance. From there, he builds a clear, actionable plan just for you.

03

Eric brings personal attention, advanced credentials, and long-term vision. His hands-on approach and genuine client care set him apart.

04

Simply book a consultation. Eric will personally walk you through the next steps and help you take control of your financial future.