Eric Nelson, CFP®

Financial Advisor to Business Owners, Retirees and Soon-to-be Retirees

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Independence Wealth Eric Nelson, CFP®
Voorhees Township, New Jersey

Serving Clients Nationwide

Financial Advisor to Business Owners, Retirees and Soon-to-be Retirees

Areas of Focus

  • Estate Planning
  • Investment Management
  • Owning a Business
  • Social Security
  • Taxes

About Me

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.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association

Primary Location

221 Laurel Road, Suite 180, Voorhees, NJ 08043

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Package Offers
  • Percentage of Assets Managed

What to expect in the first meeting

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 our Firm

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

Badges

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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