Eric Schlosser, CFP®
Fee-Only Advisor for DeKalb County, Families, Business Owners & Ministries
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Serving Clients Nationwide
Fee-Only Advisor for DeKalb County, Families, Business Owners & Ministries
Areas of Focus
- Biblical Finance
- Business Owners
- Faith-Based Investing
- Financial Planning
- Investment Management
- Legacy Planning
- Long-Term Care
- Retirement Income Planning
- Retirement Planning
About Eric Schlosser, CFP®
My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor.As a Financial Advisor located in DeKalb Illinois, My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind.
At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care.
In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am.
What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
303 E Hillcrest Dr Ste 6, DeKalb, IL 60115
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Kisher Capital
Kisher Capital is a fee-only financial planning and investment advisory firm based in DeKalb County, Illinois, serving families, business owners, and ministries.Our Services
By developing a comprehensive financial plan, we help those we serve connect their finances to their future so they can pursue their passions and calling in retirement.
Through discretionary investment management, we provide faith-based and non-faith-based investment strategies implemented alongside each client's financial plan, including Biblically Responsible Investing options that screen out companies involved in areas such as abortion, gambling, and tobacco for clients who request it.
We also help small businesses design retirement plan solutions that benefit both staff and owners, and we build retirement plans that consider long-term care, retirement income strategies, tax planning, and legacy planning.
Who We Serve
We work with DeKalb County families, business owners, and ministries, as well as small businesses across the U.S. that need retirement plan solutions for their staff and owners.
Our Philosophy
Our investment philosophy is grounded in discipline, evidence, and alignment with client objectives. We believe successful investing is not driven by short-term forecasts, but by a structured, goals-based process that manages risk and remains consistent through changing environments. Our role is to serve as a fiduciary by providing objective advice, constructing resilient portfolios, and helping clients stay committed to a long-term plan.
Advisory services are offered through Kisher Capital, LLC, an investment adviser registered with the state of Illinois, California and Colorado.
Education
Excelsior University, Bachelor's degree, Business/Commerce, General
Hobbies and Interests
- Church
- Family
- Music
- Soccer
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Nonprofit Employees
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