clear and valuable advice, focused on our goals and objectives…..consistently over the years.

After seeing my parents work with brokerages, I was interested in finding a fiduciary who could give me financial guidance that was not commission based. I was delighted to eventually find Erik. I found him to be honest, experienced and intelligent. He made good use of my time with structured appointments. He looked at the 'big picture', took into consideration my goals, priorities and financial situation and gave me specific, actionable steps for me to take toward meeting them. I feel like I have spent both my time, money and energy well in collaborating with Erik and know he is available to guide me well into the future. I recommend him without hesitation!

Erik is extremely thorough, organized and very professional. I have the utmost respect for and trust I'm him in dealing with my finances. He is very knowledgeable and able to break issues/topics down for me to easily understand the process. I would highly recommend him.

With the very first telephone conversation with Erik, I had the feeling we'd finally found our financial advisor and after the first meeting, I knew we had. I love that he has the background with some of the big financial companies and that he had rejected them to work on his own terms, advising individuals with their best interests at heart to achieve their financial goals. His"getting to know you process" is very thorough and patient. He never is condescending and treats every question earnestly. There are no stupid questions. He also has a great sense of humor and believes in giving back to his community. My husband and I immediately felt comfortable with him and are confident we can now relax about our finances, knowing we are in good hands for our retirement years.

My family has been working with Erik for more than a dozen years now. When we needed to move my Dad's trust, my Mom and I interviewed 3 large financial firms, including the firm where Erik worked. Erik was the deciding factor in going with the firm he represented. He was clear and patient with my mother who was 80 at the time. He also worked directly with the firm's Trust department for my Mom, even though this was a separate division. He worked proactively to ensure her investments aligned with her wishes. This was critical because the trust department would regularly default to their base parameters which were not inline with what my mom wanted and sub-optimal for returns. My wife and I ultimately moved our investment portfolio over to work with Erik a couple of years later. Erik has also been extremely proactive and creative in terms of helping us think about investments and taxes. When we came into a large payday after selling the company, Erik again came up with a creative way to make some good investments and pay the tax bill at the same time without taking everything out of our investment portfolio. This turned out to be a home run. My wife and I have worked with 5 other financial "advisors" over almost 40 years - none of whom created the value Erik has. Erik is not only proactive, but looks at more than the latest financial reports. He considers your entire financial situation. expenses, future expenses (both long term and short term) and tax considerations. If there is a change in tax policy, something to do with our investments or monetary policy Erik calls before we hear about it. With all other investment "professionals" I always had to call them to understand what was going on or to tell them to make changes after I had done the research or discovered a change or issue. Finally, Erik is transparent with his fees, expenses and rational for the approach to your money matters. With regard to fees and epenses, it has been my experience in speaking with many friends over the years, that most people who work with an individual or a firm do not know how much they are paying for advisory services. If you are working with someone who invites you to steak dinners, gives away turkeys or pumpkin pie at the holidays, hands our concert or event tickets or invites you to golf tournaments, you are likely paying considerably more than you should. If you are looking for guidance with your financial matters or looking for help for a loved one, there is no one else I would recommend.

Erik has helped my wife and I develop a retirement plan that is based in reality and considers our (low) risk tolerance. Erik is also there to work with us on questions and changes that occur as we navigate our retirement finances. We are very pleased with the support that we receive.

I contacted Erik approximately three months prior to retiring from New York State service. I was looking for information and a commonsense, tax efficient plan to withdraw and/or invest the funds from my Deferred Compensation Plan (457-B), other investments, pension and future social security benefits. Erik was very knowledgeable, super easy to work with, and responsive to any questions or concerns. I was not looking for a financial advisor for fund management, but the most tax efficient strategy going forward and a flat fee for that information. Erik checked all the boxes, and I would highly recommend him.