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(562) 222-7042
erik@investwitherik.com

Financial Advice That's
Simple, Clear, and Honest

Your financial decisions shouldn't feel overwhelming or confusing. I work with you to understand your concerns, answer your questions thoroughly, and build a plan that fits your life, not someone else's template.

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Solutions Built Around Your Needs

You're searching for an advisor who's completely transparent, including about compensation, and who authentically cares about your financial well-being. Whether you're uneasy about investment volatility, bothered by your tax situation, or questioning the fees on your accounts, I tackle these issues with patience and honesty. My goal is to help you gain clarity, make sound decisions, and be someone you can genuinely trust with your finances.

People Looking for Patient,
Personalized Guidance

I work with individuals and families who want straightforward financial advice from someone who takes the time to understand their unique situation.

Small Business Owners

Small Business Owners

You're juggling business and personal finances and need guidance on coordinating both, managing taxes efficiently, and planning for your family's future alongside your enterprise.

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Federal Employees

Federal Employees

You have unique benefits like TSP and pensions that require specialized knowledge, and you want someone who understands the federal system inside and out.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

You're approaching or already in retirement and need help creating a sustainable income, managing risk, and making your savings last throughout your lifetime.

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Your Partner, Not a Salesperson

Your Partner, Not a Salesperson

I've been helping people solve their financial puzzles for over 10 years with a patient, personalized approach that treats everyone like finance is their second language. My communication style is rooted in empathy, shaped by how I'd want others to treat my mother. I take the time to explain things in ways that actually make sense to you.

Practical Solutions for Real Financial Concerns

Your financial situation is unique, and solving it requires patience, expertise, and a personalized approach. I focus on the areas that matter most to help you feel confident and comfortable with your money.

Managing Investment Risk

Managing Investment Risk

You've worked hard to build your savings, and you need an investment strategy that matches your comfort level without sacrificing growth potential or keeping you awake at night.

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Retirement Income Planning

Retirement Income Planning

Transitioning from earning a paycheck to living off your savings requires careful coordination of Social Security, pensions, retirement accounts, and other income sources to create a sustainable cash flow.

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Tax Management Strategies

Tax Management Strategies

Reducing your tax burden throughout your lifetime means making strategic decisions about which accounts to use, when to convert funds, and how to structure withdrawals for maximum efficiency.

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My Process

How We Work Together

I
 Get to Know Each Other

I start with an introductory conversation to understand your situation, concerns, and goals without any pressure or obligation to move forward together.

II
 Focus on What Matters First

If we identify an area where I can help, we tackle that first so you can experience how I work and see results early.

III
 Build the Relationship Naturally

As trust develops, we expand our work together organically, addressing additional needs as they arise and adjusting your plan as life changes.

Tools & Guidance for Every Stage

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Monthly Budget

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.
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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Let's Start a Conversation

If you're looking for financial guidance that's patient, transparent, and built around your needs, I'd love to hear about your situation. Reach out today to schedule an introductory meeting where we can get to know each other and see if working together makes sense for you.

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