Don't just plan for the future—seize it.

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At ERX, we understand that every financial journey is unique. That's why we extend a personalized invitation to discuss your specific financial goals and needs. Our experienced advisors are ready to provide insights into our comprehensive wealth planning, investment advisory, and fiduciary services. This initial conversation is the first step towards understanding how a partnership with us can benefit you, ensuring that every interaction is tailored to meet your individual requirements and aspirations.

By partnering with us, you unlock a world of solutions - experts and resources dedicated to your success.

Diverse Solutions for Every Financial Horizon  

We are dedicated to providing specialized financial and advisory services across a broad spectrum of clients. Our expertise is tailored to meet the unique needs of both individuals and organizations, ensuring that each client receives the utmost attention and customized solutions.

We Help: 

High Achievers We assist wealthy individuals and families in enjoying a full life, preserving their wealth for future generations, and providing for the people, causes, and communities they care about.

Entrepreneurs and Founders We support CEOs and founders with comprehensive liquidity planning, exit strategies, and tax and estate planning, ensuring they are well-prepared for their next opportunity.

Physicians & Medical Groups We provide deep personal financial and asset protection planning expertise for physicians, along with strategic business operational guidance.

Corporate Executives We help executives manage restrictive assets, minimize taxes, and plan for retirement, ensuring their financial strategies align with their professional goals.

Business Owners We assist business owners in unlocking value and strategizing for sales, successions, wealth transfer, and more, to secure their business legacy.

Professional Athletes and Entertainers We help celebrated individuals transform their current income into a lifetime of wealth and security, ensuring long-term financial stability.

Retirement Plan Sponsors We guide plan sponsors through the complexities of plan management and compliance, ensuring efficient and effective retirement planning.

Endowments & Foundations We aid executive directors in stewarding long-term growth and philanthropic success, maximizing impact and sustainability for their organizations.