I have been advising clients regarding their investments for over 20 years, spending many of those years working with one of the largest Wall Street investment firms in the industry prior to transitioning to an independent advisor. Being an independent advisor, I focus primarily on active investment management and retirement planning. In order to provide this level of customization and flexibility, I utilize a wide variety of investments and strategies providing our firm with the ability to custom design investment portfolios based on our client’s specific investment goals and requirements.
We utilize a large network of investment managers, a very knowledgeable and active investment committee, and many technological resources to help streamline our business, providing more time for what is most important – you. Rest assured, regardless of the investment strategies we utilize for individual situations our number priority is to always do what is in our client’s best interest and this will never change.
Meet the Team
Eric G. Burstock, CPA, PFS
Eric is a Certified Public Accountant and Personal Financial Specialist who has focused on tax preparation, tax reduction strategies, personal financial planning and investment management for individuals and institutions. His experience is vast spanning over 30 years. He is also a member of the American Institute of Certified Public Accountants. Eric’s motto is, “Always do what is best for my clients.”
Anthony is a graduate of the University of Akron with a Bachelor’s degree in Business/Finance and holds his Series 65 license. Anthony is involved with a number of responsibilities including; client consultations, preparation of financial plans, performance reporting, draw-down analysis, portfolio comparisons, and asset tracking.
Melissa is instrumental with respect to client interaction, new account paperwork, asset transfers and client support. Melissa is a graduate of the The Ohio State University.