Eric Michalski

With more than 25 years of experience in financial services, Eric brings a thoughtful, client-first perspective to wealth management. As a dedicated fiduciary, he is committed to acting in the best interests of each client – grounding his work in detailed cash flow analysis, education, and strategic planning before implementing any financial recommendations.

Eric takes a holistic approach to planning that extends far beyond investment management. He carefully considers each client’s full financial picture – including tax strategy, insurance, estate planning, education funding, and structured savings – while aligning each plan with the client’s personal goals, values, and lifestyle. His mission is to create customized strategies that provide clarity, confidence, and long-term alignment.

Outside of work, Eric enjoys spending time outdoors, traveling, tackling home improvement projects, and being with family and friends.