Eric A. Neubecker, CFP

With more than 30 years of experience, Eric helps individuals and families make thoughtful financial decisions and protect the wealth they’ve worked hard to build. As a Certified Financial Planner™ professional, his approach is rooted in comprehensive planning, disciplined risk management, and long-term relationships.

Rather than chasing returns, Eric helps clients preserve and grow their wealth over time. He works closely with clients across all aspects of their financial lives, from investment strategy and retirement planning to major financial decisions, serving as a trusted, responsive partner.

Eric intentionally maintains a manageable number of client relationships to ensure a high level of personalized attention and service. He primarily works with individuals and families with $1 million or more in investable assets, while prioritizing a strong, long-term fit above asset minimums.

He finds the greatest fulfillment in helping clients reach the moment of clarity and confidence that their financial future is secure, and their goals are within reach.

Outside of his practice, Eric enjoys reading, golf, and travel. He and his wife, Diane, have been married for 26 years and are proud parents of two daughters pursuing engineering degrees at the University of Michigan.