Eric Nelson, CFP® 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.
Under financial laws and regulations, there are two sets of rules. One set is for people who sell financial products, generally brokers and insurance company representatives. These salespeople are contractually obligated to place the interests of their employer ahead of the interests of their clients. The other set of rules is for those who are registered as investment advisers with the federal Securities and Exchange Commission (SEC) or comparable state regulators. Registered investment advisers are legally obligated to place your interests first. They are fiduciaries.
At Independence Wealth that means we must not only be loyal to serving your best interests, we must also adhere to a high standard of professional competence.