Eric Scruggs, CFP®, EA
Financial Planning for Attorneys
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Serving Clients Nationwide
Financial Planning for Attorneys
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Eric Scruggs, CFP®, EA
Hi, I'm Eric Scruggs. I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives.Before joining Covenant, I founded Hark Financial Planning and previously served as a senior advisor and financial planner at firms in Boston, MA and Reston, VA. Along the way, I have served on an investment committee, founded and managed a tax practice, and advised a Fintech start-up — but the work I value most has always been helping clients achieve their goals. I joined Covenant Wealth Advisors because of my longstanding relationships with the team and the opportunity to focus fully on what I loves: advising clients, solving problems, and collaborating with a team dedicated to helping clients live their best life to and through retirement.
I believes there is more to helping clients than technical knowledge alone. Technical expertise is the foundation, but the real work begins with listening — understanding what a client truly wants to accomplish and tailoring the plan to their specific goals. That's why I spends much of his time asking questions and exploring what matters most to each client before applying the technical skills behind the plan.
I is also committed to giving back. I focuse my pro bono work on helping families impacted by a cancer diagnosis. I also serve as an instructor at the Boston Institute Of Finance, where he teaches tax planning.
I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William and Mary.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Master of Business Administration (MBA)
Affiliations
-
Financial Planning Association
- The AGC
- XY Planning Network
- The AGC
Primary Location
8001 Franklin Farms Drive, RM 208, Richmond, VA 23229
Additional Locations
📍 1768 Business Center Drive, Suite 120, Reston VA 20190
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to set up a time for us to meet and get to know each other. The goal of this meeting is just to explore whether the services we offer are a match for your needs. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Covenant Wealth Advisors
Covenant Wealth Advisors is an independent Registered Investment Advisor here to help you understand your current financial landscape, develop a plan to keep your money aligned with your values, and free up your time to focus on what matters most to you. Covenant focuses on working with clients who are within 10 years of retirement or currently retired looking to delegate retirement planning and investment management responsibilities.Education
UNC Kenan-Flagler Business School, Master of Business Administration (M.B.A.), Investment Management and Corporate Finance Concentrations | William & Mary, Bachelor of Arts (BA), Economics and Government
Volunteer Experience
Pro bono work is an important part of my professional practice. I currently focus my pro bono work on helping families impacted by a cancer diagnosis.
Hobbies and Interests
- Baseball
- Family
- Wine
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Dual Income Family
- Living in Retirement
- Travel Lovers
- Young Families
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