Ethos 

“Alone we are smart, together we are brilliant.”

— Steven Anderson

The Ethos Behind ERX

Message from Our CEO

At ERX Wealth Partners, our name reflects both our heritage and our focus. “ERX” incorporates the universal prescription symbol — a nod to our work with many medical professionals — and represents our commitment to a disciplined, ethical, and thoughtful approach to wealth management. The “E” stands for “energy” and “joy,” values we seek to bring into our work as we partner with clients to address their financial goals.

Our role is to work alongside clients as they navigate important decisions about their financial lives. We focus on clarity, sound structure, and long-term perspective, knowing that circumstances and markets can change. Every plan we help develop is tailored to the client’s individual priorities, and grounded in a process that emphasizes understanding, transparency, and collaboration.

Our guiding values are:

• Integrity and Honesty – We place transparency at the center of our advice and communications.

• Discipline and Persistence – We follow consistent processes designed to address challenges and adapt to change.

• Compassion and Empathy – We listen carefully and seek to understand each client’s unique situation before making recommendations.

These principles guide every interaction and form the foundation for the strategies we create together. We are grateful for the trust placed in us and view each client relationship as a shared journey of planning, decision-making, and stewardship.