In today’s world, money management is not a universal approach. Your financial objectives, obstacles, and aspirations are distinctive, and your financial strategy should be tailored accordingly. That’s where Eric Felsenfeld’s methods take over as a seasoned financial advisor and managing partner at Liberty Wealth Management.
He has over two decades of experience. With this experience, he helped many people, families, and business owners take control of their financial futures with clarity and confidence. His belief is simple: that your financial plan should fit your life, not someone else’s template.
A Financial Strategy Tailored to You
However, you are planning for retirement, saving money for your child’s education, managing your investments, or securing your estate, Eric, first, understand your current situation, goals, and values. He listens carefully and builds a plan based on your vision for success, not just numbers in a spreadsheet.
At Liberty Wealth Management, the process is deeply personal. Eric Felsenfeld’s APMA® certification and client-first approach ensure each strategy is custom-built to align with what matters most to you—whether that’s early retirement, legacy planning, or simply achieving financial peace of mind.
Comprehensive Services for Every Life Stage
Eric’s services cover the full spectrum of financial planning:
Comprehensive Financial Planning: Eric makes comprehensive financial plans that change as your life does. These plans include planning, cash flow, insurance, and tax tactics.
Managing investments: Depending on your financial goals and level of comfort, he comes up with a range of methods that combine risk and growth.
Planning for retirement: To plan for retirement, you need to do more than just save money. How to make it fit your life, how much you’ll need, and how long it will last are also important.
Estate & Legacy Planning: Use strategies that prioritize both family and tax efficiency to ensure that your assets are safeguarded and transferred in accordance with your wishes.
Experience, Integrity, Results
Many individuals choose Eric because of the trust. That’s where he stands. With transparent communication, no hidden fees, and a proven track record, Eric delivers honest guidance and long-term support. He is not just an advisor; he is your partner. He is your partner in achieving financial success.
The fact that he keeps clients and gets great reviews speaks for itself. People like how he can make complicated financial topics easy to understand, give them useful advice, and make them feel like they are being seen and heard.
