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ERX Wealth Partners

Home
Physician Wealth Strategy
Z-AXIS™
- Sequence of Decisions Risk™
- ERX Architecture
Wealth Architecture
About
Private Conversation
Form CRS

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Upcoming Events

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Community Shred Event

July 6, 2021

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Lunch & Learn: Estate Planning 101

July 6, 2021

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Client Appreciation Event - Family Picnic

July 6, 2021


Governance Above. Alignment Within.™.

CONTACT Us:

TELEPHONE:1-610-724-2461

EMAIL: INFO@ERXWEALTHPARTNERS.COM

Hours:

Monday-friday: 8:30am - 5:00pm

Saturday: 10:00am - 12:00pm

IMPORTANT INFORMATION:

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PRIVACY POLICY

IMPORTANT DISCLOSURES

1. Entities and Services. ERX Wealth™ is a brand and trademark. Investment advisory services are offered through Mutual Advisors, LLC DBA ERX Wealth Partners, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. ERX Wealth, LLC is a separate, fully disclosed outside business activity providing insurance and risk-management services through appropriately licensed insurance professionals and/or third-party providers, where applicable, subject to carrier underwriting and approval. ERX Wealth Partners and ERX Wealth, LLC do not provide legal or tax advice; clients should consult their own attorney and CPA regarding their individual circumstances.

2. No Offer; Jurisdiction. Mutual Advisors, LLC DBA ERX Wealth Partners may transact business only in states where it is registered or qualifies for an exemption or exclusion from registration. Nothing on this website constitutes an offer, solicitation, or recommendation to buy or sell any security, or to engage advisory or insurance services, in any jurisdiction where such offer, solicitation, or recommendation would be unlawful.

3. Informational Purpose Only. Content on this website, including the Z-Axis™ and Decision Architecture™ frameworks, is provided for informational and educational purposes only and reflects ERX Wealth's strategic planning philosophy. It does not constitute individualized investment, legal, tax, or accounting advice, or a recommendation to implement any strategy or purchase any security or product. Information is believed to be reliable but is not guaranteed as to accuracy or completeness and is subject to change without notice. Readers should not act on any information herein without consulting a qualified professional regarding their specific circumstances.

4. No Advisory Relationship. Nothing on this website creates an advisory, fiduciary, or client relationship. An advisory relationship is established only upon execution of a written agreement.

5. Investment Risk. All investments and planning strategies involve risk, including possible loss of principal. Past performance is not indicative of future results. No strategy can guarantee investment success or protect against loss in a declining market.

6. Testimonials, Endorsements, and Awards. Testimonials, endorsements, awards, and third-party recognitions are not indicative of future client experience or investment results and may not represent the experience of all clients. No cash or non-cash compensation was provided in exchange for any testimonial or endorsement unless otherwise disclosed. Third-party awards reflect criteria established by the granting organization and do not imply any level of skill or an endorsement of the firm's advisory services.

7. Third-Party Content. This website may contain links to third-party websites, provided for convenience only. ERX Wealth Partners does not endorse and is not responsible for the content, accuracy, or privacy practices of any third-party site.

8. Intellectual Property. All content, trademarks, and materials on this website are the property of ERX Wealth™ and may not be reproduced or distributed without permission.

9.Governance Terminology. References to governance, governance architecture, operating standards, coordination, and decision architecture describe ERX Wealth's planning and coordination process. ERX Wealth does not replace a client's attorney, CPA, investment manager, or other professional advisors and does not exercise management authority over client-owned entities or assets except as specifically authorized under applicable advisory agreements.

ERX Wealth Partners

Serving Physicians and Healthcare Leaders Nationwide
140 Barton Drive * Spring City, PA 19475

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