Eric Nelson
The biggest reward for me comes when I am able to see my clients meet their goals - helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel, and more.
I have a Bachelors degree in Finance and Economics from Rutgers University and am married to my high school sweetheart. I enjoy traveling and spending time with family.
Removing the confusion from your wealth management plan We founded Independence Wealth out of a desire to help simplify both personal finances and the financial markets for our clients.
We are registered as fiduciary investment advisors and as such, are legally obligated to place our clients interests first and adhere to a high standard of professional competence.
Through transparent communication, education, and the independence to choose from a multitude of investment options and strategies, we develop simplified, customized, and comprehensive wealth management plans and solutions for our clients.
5885266
297032
Fidelity
Southern New Jersey
New Jersey
Greater Philadelphia
NaplesMarco Island Metropolitan Area
PA, NJ, FL
14
8
CERTIFIED FINANCIAL PLANNER" (CFP®)
Certified Exit Planning Advisor (CEPA®)
https://www.linkedin.com/in/erictnelson/
Individual Investors, Business Owners
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
Yes
No
Yes
Yes
I have a clean record
I have a clean record
CFP®, CEPA®, CFP®, CEPA®
Series 66
Long Term Care, Life, Disability
Stocks, Bonds, Mutual Funds, Annuities, Comprehensive Financial Planning, Retirement Income Planning, Exchange Traded Funds (ETFs), Insurance
Phone, Our Office, Video Conference
Fee-Based
$500,000
Based on Assets, Flat Fee
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Independence Wealth Advisory Services LLC ("IWAS") is a registered investment adviser offering advisory services in the State of New Jersey and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IWAS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of IWAS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
