For families and entrepreneurs of significant means who have outgrown coordination problems—too many advisors, too few answers—ERX delivers orchestration.

We were built for sophisticated families, physicians, and business owners who require a firm that conducts the whole score: investments, exits, tax, and legacy, performed in time and in tune.

"We don't manage accounts; we manage outcomes"

- ERX Wealth Partners

Our role begins with alignment. We study the full composition—your balance sheets, operating businesses, trusts, liabilities, and commitments—then compose a single plan that every advisor can follow. The result is not a collection of parts but a performance: a strategy that reads as one piece and moves with purpose.

Integrating Medicine and Wealth

That philosophy extends beyond personal wealth. ERX is one of the few firms that integrates traditional wealth management with medical business consulting—helping physicians and practice owners optimize their revenue cycles, operations, and vendor structures to increase both enterprise value and personal liquidity.

The same precision we bring to portfolio management, we apply to the business engine that fuels long-term wealth. Every recommendation connects the practice’s financial health to the physician’s personal balance sheet, aligning business outcomes with family objectives.

We start by conducting a forensic evaluation—uncovering inefficiencies, hidden costs, and vendor misalignments that dilute profitability. From there, we design an integrated plan that restores flow between your practice and your portfolio—where financial strength in one sustains and compounds the other.

“When precision meets purpose, performance follows.”

We believe investment management should be designed like architecture—deliberate, risk-aware, and tax-efficient. Concentration is handled with intent. Hedging is applied only where it earns its place. Liquidity is maintained for both opportunities and obligations.

We believe disciplined allocation, tax integration, and downside protection outperform prediction. Our approach doesn’t chase markets—it engineers durability and continuity.

“Continuity is engineered, not assumed.”

Exits as Movements, Not Moments

Exits are treated as movements, not moments. Structure and timing outrank price chasing, and cash-flow continuity matters as much as proceeds.

We translate liquidity into durable family capital, then seat that capital within an estate and governance design that protects intent across generations. The result isn’t a transaction—it’s a carefully orchestrated transition that preserves both value and purpose.

“Structure and timing outrank price chasing.”

Continuity and Governance

Continuity is engineered, not assumed. Every ERX relationship is supported by a standing governance and continuity architecture that preserves access, direction, and execution through life events and leadership transitions.

Your assets are custodied with Fidelity and Charles Schwab for fiduciary oversight, transparency, and operational integrity. Through enterprise alliances, risk management and benefits strategy extend wherever the plan requires them.

“Continuity creates confidence — and confidence sustains clarity.”

The ERX Ensemble

Around this structure, we coordinate a curated ensemble of external partners and specialists—attorneys, CPAs, valuation experts, healthcare consultants, and business strategists—professionals we have known and trusted for decades.

Each operates as an extension of ERX, performing in precise alignment with our clients’ objectives under our direction. Together, they form a multidisciplinary network capable of completing any sophisticated financial or business transaction required by our clients.

“Alignment creates momentum, and momentum creates mastery.”

For Builders and Visionaries

Our clients are builders: physicians advancing their practices, entrepreneurs shaping or concluding chapters, and families safeguarding generational capital. They are fluent in complexity; we help them simplify it.

For our physician clients, that means integrating wealth strategy with practice revenue optimization, reimbursement analysis, and operational efficiency—so financial growth extends from the exam room to the balance sheet.

Our role is to harmonize personal wealth with business performance, ensuring each move amplifies the other.

“Complexity simplified is clarity achieved.”

The ERX Process

We begin with a forensic evaluation to surface inefficiencies and misalignments. We then compose your integrated strategy and conduct its ongoing performance as your markets, enterprise, and family evolve.

Our framework brings precision, discipline, and accountability to every element of your financial and business life—aligning investment, tax, and enterprise decisions so they perform together, not apart.

We are stewards first—earning trust through clarity, responsiveness, and continuity that endures.

“We don’t promise certainty; we install discipline.”

The Philosophy of Harmony

We believe wealth should move like music—each measure intentional, each note in balance. Our task is to conduct that composition so it performs today and endures tomorrow.

At ERX, we design structures that protect intent, preserve access, and extend continuity across generations. The outcome is not just wealth well-managed, but lives and legacies performed in harmony.

“At ERX, scale does not define success. Harmony does.”

Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.