Erin D. Eiras, CPFA®, CEPA®
Helping Entrepreneurs | Executives pursue Generational Wealth.
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Serving Clients Nationwide
Helping Entrepreneurs | Executives pursue Generational Wealth.
Areas of Focus
- Biblical Finance
- Divorce Financial Planning
- Exit Planning
- High Net Worth
- Women & Wealth
About Erin D. Eiras, CPFA®, CEPA®
Introducing Erin Eiras: Your Collaborative Private Wealth Advisor. Business OwnerAt InVestra, we are committed to delivering exceptional financial guidance and tailored wealth management services that make a meaningful difference.
Leading our dedicated team is Erin Eiras, a distinguished Wealth Advisor, and the passionate owner of InVestra, operating from our offices in Jacksonville, FL, and Columbia, SC.
With a presence in over 20 states, Erin brings twenty years of expertise and a deep-rooted dedication to empowering individuals and families to achieve lives of significance through prudent financial planning.
Erin’s financial expertise and leadership have garnered recognition across numerous esteemed platforms, including News4Jax, WOKV, Jacksonville Business Journal, Speaker for Nitrogen’s annual Fearless Investing Conference, the IEEE Women in Engineering International Conference, Business Digest, Columbia Metropolitan Magazine, Apple News, Haute Living, Grit Daily, Fast Company, NY Weekly, Harper's Bazzar, L'Officiel, Variety and Financial Services Review, just to name a few.
Erin, a Certified Exit Planning Advisor (CEPA®) and Certified Plan Fiduciary Advisor (CPFA®), was invited by LPL Financial to join a select group of 20 (Hybrid) Wealth Advisors on the company’s Ambassador Council. Her leadership role in shaping strategic vision and marketplace engagement highlights her authority. As a key voice, she helps inform business decisions from the client perspective, acting as a proactive advocate alongside C-suite leaders for fellow wealth management professionals.
A Wealth of Expertise and Compassion
Erin Eiras, a proud native of Amelia Island, FL, is more than a financial advisor- she is a mentor, business owner, and trusted voice in her community. As a Christian, devoted wife, mom of three, enthusiastic traveler, and car collector, Erin’s active community involvement and personal pursuits help her connect authentically with clients, fostering trust and understanding.
Driven by a deep commitment to helping families build and sustain generational wealth, Erin has developed InVestra’s Financial Planning process, which places the client at the center of the planning process. This blend of purpose and passion is at the heart of InVestra’s mission. With a keen eye for identifying risk and a talent for transforming potential financial setbacks into secure, forward-focused strategies, she helps families navigate with clarity and confidence.
Erin’s approach emphasizes lasting relationships, holistic planning, and empowering clients to thrive well beyond the numbers. Her personal motto is, “Money should be a source of strength, not stress”, in one’s life, reinforcing her dedication to client success.
Focused on Multi-Generational Wealth
One of InVestra’s standout features is our dedication to working with multi-generational families. Erin is passionate about helping clients build a future where their children and grandchildren inherit not just assets but also values, fostering a sense of legacy and trust across generations.
Through intentional planning, Erin empowers families to pass down their stories, their purpose, and their ability to navigate life’s challenges with strength and generosity- so their name, their vision, and their impact live on. This holistic approach ensures that wealth management is a family affair, promoting financial literacy and long-term prosperity across generations.
Comprehensive Wealth Management Services
At InVestra, we approach wealth management with the whole client in mind. Our comprehensive services include:
▪️ Business Exit Planning: Helping business owners view their enterprises as value-added or growth-centered entities rather than merely lifestyle businesses.
▪️ Financial Planning: Crafting personalized financial plans that address every aspect of our clients’ financial lives.
▪️ Generational Wealth/Legacy Planning: Pursuing personal wealth that is preserved and passed down effectively, fostering a legacy for future generations.
Erin Eiras is a Certified Exit Planning Advisor (CEPA) and a Certified Plan Fiduciary Advisor (CPFA). These credentials highlight her expertise in guiding business owners through the complexities of exit planning and fiduciary responsibilities. Her strategic approach transforms businesses, enhancing their value and growth potential.
"My true value as your wealth manager is to create a supportive environment where you feel comfortable asking questions and gaining knowledge about the complex financial solutions available through our ongoing relationship. By fostering more open communication, we can build a trusting, meaningful partnership, with financial freedom at the heart of the process." - Erin D. Eiras, CPFA®, CEPA®, Private Wealth Advisor
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- Certified Plan Fiduciary Advisor (CPFA)
Affiliations
-
Association for Financial Professionals
- Estate Planning Council
- Ramsey Solutions Financial Coach
- Estate Planning Council
Primary Location
1431 Riverplace Blvd #910, Jacksonville, FL 32207
Additional Locations
📍 625 Meadow Street, Columbia, SC 29205
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Based
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We begin by talking about the things that are most important to you- family, hobbies, community, work, life, etc. We’ll ask a lot of questions about what you’re feeling, thinking, worried about, and hoping for. We’ll examine your experiences with money and what you’ve accomplished so far. All of this helps us gain a deep understanding of your financial situation and your goals. We look forward to speaking with you.Offers Investment Management
Yes
About InVestra
InVestra is a long-term wealth and stewardship partner, built to help families not only grow capital, but preserve clarity, alignment, and continuity across generations. With a team of on staff professionals including CFP, CDFA, CEPA, CPFA and more our firm is staffed with the resources needed to manage Wealth for many different situations.Rather than acting like a traditional asset manager focused only on returns, InVestra operates at the intersection of investment management, family governance, and next-generation readiness. The goal isn’t just to manage money—it’s to help families make better decisions around money, values, and legacy over decades.
One of InVestra's standout features is our dedication to working with multi-generational families. At the heart of our firm is a passion for helping clients build a future where their children and grandchildren inherit not just assets but also values, fostering a sense of legacy and trust across generations.
Holistic Wealth Management
On a broad level, Wealth Managers, or Wealth Advisors, are financial advisors who can help you manage your wealth on a fully integrated basis by utilizing a Goals-Based Approach approach. At InVestra, we refer to this method as Holistic Wealth Management.
A Wealth Manager brings additional tools and specialization necessary to address clients’ needs on a comprehensive basis, as the individuals we serve tend to require specialized planning due to having substantial amounts of income and assets.
We also refer to our own network of specialists who have expertise in the realms of estate planning, corporate law, tax law, and divorce law.
In addition to harnessing expertise from individuals, our Wealth Management professionals are proud to be affiliated with the LPL Financial Network of Independent Investment Representatives, who provide resources such as market intelligence, research, and comprehensive investment tools designed to help prepare you for all of life’s tomorrows.
✔️ Financial Planning
Building a tailored financial plan today sets the foundation for living your dreams tomorrow, free from financial worries and full of possibility.
✔️ Retirement Planning
Thoughtful retirement planning today ensures financial freedom tomorrow, empowering you to enjoy the most rewarding phase of your life.
✔️ Estate Planning
Secure your legacy with a tailored estate plan, preserving wealth for generations while ensuring your loved ones' future is protected.
✔️ Asset Management
Optimize your portfolio with tailored, fee-based asset management designed to align with your goals and grow your wealth.
✔️ Risk Management
Protect your future with comprehensive risk management strategies, safeguarding what matters most while supporting your financial goals.
✔️ Women's Wealth
Empowering women with clarity, confidence, and control over their finances to build a future aligned with their dreams and independence.
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Important Disclosures: Securities offered through LPL Financial, Member FINRA/SIPC. InVestra Financial Services is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
Hobbies and Interests
- Beach
- Board Games
- Cars
- Church
- Entertaining
- Family
- Golf
- Reading
- Traveling
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Christians
- Contractors
- Corporate Executives
- Divorce
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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