Selected Client Outcomes

Built on Trust. Sustained Through Discipline.

At ERX Wealth Partners, trust is developed through disciplined process and consistent execution.

Engagement begins with clarifying priorities and constraints, followed by the application of a coordinated decision framework across investments, tax strategy, estate planning coordination, entity structure, and risk oversight. Clients do not engage ERX for a product offering. They engage for a standard—clear decision-making, structured implementation, and an ongoing review discipline designed to maintain alignment over time.

The perspectives below were shared voluntarily by clients who chose to describe their experience with ERX. Testimonials reflect individual opinions and experiences and may not be representative of all clients. They are provided for informational purposes only and are not a guarantee of any specific outcome or future results.

Pharma

 & Investment Banking Executives

K & M: Clients for 3 years

Coordinated oversight across planning, investments, tax, risk, and estate-executed as one integrated plan.

"Before engaging with ERX Wealth Partners, our approach to financial planning, investments, insurance, tax, and estate management involved a disparate group of professionals.

As our financial situation grew more complex, the need for a general manager to unify and coordinate our overall approach became apparent. Working with ERX has made this possible – not only through direct oversight of planning and investments,  but through organization across other professionals and advocacy when needed.

We now have peace of mind, knowing our financial plan is seamlessly integrated without gaps between its various elements."

Physician Family & Medical Group

– Dr.  M., Clients for 24 years

"For over two decades, I've had the privilege of entrusting our family's wealth management to ERX Wealth Partners.

Since the inception of our partnership, the cornerstone of ERX has consistently been trust and integrity.

ERX has adeptly furnished our family and medical practice with forward-thinking wealth advisory, astute investment management, asset protection, and strategic business consulting services. Their approach is both personal and systematic, a blend that is complemented by cutting-edge technology." 

Physician Family & Medical Group

– Dr. L., Clients for 8 Years

"For over six years, I've had the privilege of collaborating with ERX  Wealth Partners. Throughout this period, ERX has played a pivotal role in assisting me, a busy medical professional, in the restructuring and protection of my assets. Under his guidance, we have successfully minimized the potential risks, losses, and external threats to my assets.

ERX maintains consistent communication, regularly sharing fresh insights and strategic ideas to optimize my overall portfolio. They are always just a quick phone call away, available to provide advice whenever I need it."

Physician Family 

Physician Medical Group

& Family 

Fashion Industry Executive

– Beth  C., Client for 6 years

"Having known ERX for many years, I can confidently attest that its expertise in wealth management is unparalleled. As a trusted advisor, ERX has consistently provided me with invaluable insights and maintains a dedicated team ready to support me in any area.

ERX maintains continuous communication to keep me updated and present new opportunities. Their around-the-clock availability speaks volumes about their commitment to clients.

The strength of ERX's character, unwavering honesty, and unblemished integrity are truly exceptional. I am in awe of what they have accomplished and continue to build."

Entrepreneur

– R M., Client for 3 years

"I started working with ERX Wealth Partners after I went through a divorce. Since that time ERX has been in constant contact with me planning for my financial security, retirement, and estate planning.

They make me feel that I’m the most important person that you will talk to that day. ERX has given me astute advice and are always happy and engaging but at the same time, I never doubt the professionalism. They always explain everything thoroughly and I never feel uncomfortable asking questions or expressing my opinion."

Corporate Executives

 & Retirees

– Thomas & Patricia W., Clients for 23 Years

“My wife and I have known and worked with ERX since about 2003, the year I retired from Verizon Communications.

Over most of the ensuing 20 years we have trusted them with our financial future. 

The three most critical qualities for a financial investment manager are:  knowledge, accessibility, and above all, ethics. ERX gets the highest grades for each of those. 

For Michael, his clients are his friends. He deeply cares for each and every one, not just on a professional level but as friends. As such, he takes seriously the trust he is given. Each and every day he puts his heart and soul into earning that trust and is always quickly accessible without complaint. In today's financial instabilities and uncertain futures, those qualities are far more critical than ever before.

“In a few words, the ERX Client Experience is outstanding. We have every confidence that they will always continue to do so.”

Financial Services Industry Executive

– Thomas D., Associate for 33 years

"I have known and been a close friend of Mike’s since his time with starting with Merrill Lynch over three decades ago.

Having spent my career as an executive of an investment and retirement plan wholesaler, I have observed every level of financial advisor. I place Mike (and his firm ERX Wealth Partners) at the top of the list based on his remarkable, comprehensive approach to serving his clients. His level of care and attention to detail combined with his depth of investment and market experience place him in a rare category. 

In my view, the investment world and client experiences would be far better if the profession was filled with experienced, caring professionals like Mike.

Mike, based on my career and experiences, the above represent my thoughts about you as a professional.”

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Email info@erxwealthpartners.com

Please note:

- Testimonials reflect the experiences and opinions of current or former clients of ERX Wealth Partners.

- Clients were not compensated for their statements, and no material conflicts of interest are known. Testimonials may not be representative of the experience of all clients and are not a guarantee of future performance or success.

- Endorsements, if any, are provided by individuals who are not clients and were not compensated for their statements. Endorsements reflect personal opinions and may not be representative of the experience of others.

Past performance is not a guarantee of future results. All investing involves risk, including possible loss of principal.

Advisory services offered through Mutual Advisors, LLC d/b/a ERX Wealth Partners, an SEC-registered investment adviser. 

Custody through Charles Schwab & Co., Inc.