Eric is a co-founder of Saling Wealth Advisors and serves as the Executive Director.
In his role, he is a steward of his clients’ financial lives as well as a leader for a firm that is at the forefront of changing the way advice is delivered. Eric’s experience, vision, and values have been instrumental in the development of the firm. He is known for his passion in helping families plan, organize, and execute on all financial decisions and continues to build a firm characterized by its commitment to delivering more and more to its clients.
After earning an Economics degree from Vanderbilt University, Eric’s career began with General Electric, where he worked as corporate finance analyst in many different GE business units. In 2008, Eric transitioned to the Wealth Management Industry, when he partnered with Jay Saling. Eric has earned the Certified Financial Planner™ designation, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Throughout his career, Eric has demonstrated his expertise in investments, retirement, taxation, insurance, and estate planning.
In addition, as a Certified Business Exit Planner, Eric ensures families’ and business owners' financial plans are effectively carried out and are aligned to their individual objectives.
Eric is an active participant in his community as a member of several initiatives at St. Xavier High School, supporter of Greater Louisville, Inc., and an advocate and fundraiser for the Cystic Fibrosis Foundation.
Outside of his business and professional commitments, Eric enjoys spending time with his wife, Emily, and his children, Graham, Parker, and Kaelin. He also enjoys the outdoors, golf, fishing, fitness, and traveling with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. Saling Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Saling Wealth Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Saling Wealth Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as Saling Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Saling Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Saling Wealth Advisors, please contact the state securities regulators for those states in which Saling Wealth Advisors maintains a registration filing. A copy of Saling Wealth Advisors’ current written disclosure statement discussing Saling Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Saling Wealth Advisors upon written request. Saling Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Saling Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.