Broker Check
Eric K. Rosenberger, CFP®, CFS®

Eric K. Rosenberger, CFP®, CFS®


For over 14 years, I have had the privilege of working with successful individuals and families to reduce their income tax exposure, maximize their retirement/fringe benefits, reduce or eliminate federal/state estate taxes, and enhance their investment management.

When you work with my team, you can expect us to take our time to listen to you, to assess your needs, to collaborate with our specialists and deliver comprehensive financial planning and wealth management solutions designed to meet your objectives.

Our clients include Wall St and Pharma executives, doctors, entrepreneurs, and retirees.

Our practice's growth over the past 10 years has been the result of the professional reputation we've cultivated for the unique work we do, and the high level of confidence and trust our clients have in us.