Erik is managing partner of Oxford Financial Partners, the premier fee-based wealth management firm. He is the creator of Power of 5 Investing®, a unique system for helping clients achieve retirement success.
Erik has appeared in multiple national publications, including Money and Forbes. He has been repeatedly listed as a “Five Star Wealth Advisor” in Cincinnati Magazine. He received his MBA in Finance from Indiana University, and completed his undergraduate studies at Miami University with dual majors in Finance and Accountancy.
Retirement is coming. Will you be ready? Investing for retirement is hard enough. Investing during retirement is much more complex. Power of 5 Investing® will give you the clear, effective guidance you need to ready your portfolio for retirement. Power of 5 Investing® will introduce you to five powerful principles:…
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