Eric Nelson founded Independence Wealth out of a desire to help simplify personal finance and the financial markets, making them easier for his clients to understand. Becoming a financial advisor helped him achieve two lifelong goals: helping others and pursuing his passion for personal finance.
Eric’s clients appreciate the fact that he is always there for them. Through the process of advising them about their finances, he also becomes involved in decisions about their career moves, family matters, and other personal decisions. He is honored to do so and takes his involvement in their lives very seriously. The biggest reward for him comes when he is able to see clients meet their goals: helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel and so on. Whatever your financial goals may be, he is here to help.
Eric earned a degree in Finance and Economics from Rutgers University. Married to his high school sweetheart, JoAnn, he enjoys spending time with his family, his Goldendoodle Finn and traveling.
During a first meeting clients should expect to have an open dialog about their goals and what they are looking for from a financial advisor.
Offers Investment Management
Yes
About Independence Wealth
Financial Planning for Business Owners, Retirement Planning, Exit Planning for Business Owners, Financial Planning, Investment Advice, Cash Flow, and Tax Planning for Every Stage of Life
Education
Rutgers University, Bachelors of Science
Languages
English
Hobbies and Interests
Beach
Boating
Eating Out
Entertaining
Family
Fishing
Golf
Hiking
Hockey
Relaxing
Traveling
Who We Serve
Baby Boomers
Blended Family
Business Owners
Couples
Divorce
Dual Income Family
Gen X
Living in Retirement
Single Women
Women in Transition
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