Becoming a financial advisor helped me achieve two lifelong goals: helping others and pursuing a passion for personal finance. I proudly serve as a sounding board, educator, and expert advisor to my clients. Throughout the advisory process with my clients, I am involved in decisions about their career, business, and other personal matters. I am honored to do so, and never take my involvement in their lives for granted.
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.
The story behind
Independence Wealth
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.
General Information |
| Firm Start Year: | 2018 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Fidelity |
| Number of Years with Current Firm: | 6 |
| Work Experience: |
CERTIFIED FINANCIAL PLANNER" (CFP®) Certified Exit Planning Advisor (CEPA®) https://www.linkedin.com/in/erictnelson/ |
| Work with the following types of clients: | Individual Investors, Business Owners |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, 401K Rollovers, Tax Advice and Services, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Mutual Funds, Insurance, Comprehensive Financial Planning, Retirement Income Planning, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Video Conference, Our Office, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Long Term Care, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| Bachelors of Science - Finance | Rutgers University
09/01/2008-05/31/2012 |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Disclaimer |
| 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. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Southern New Jersey New Jersey Greater Philadelphia NaplesMarco Island Metropolitan Area PA, NJ, FL |
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