Eric Ross

While words are important, actions speak louder than words. This matters. At F2 Wealth, we take a disciplined, comprehensive, and unified approach to wealth management that is focused on our personal relationship with you, utilizes modern technology along with a modern team of experts, and turns advice into action so you realize the most from our relationship.

Greetings! I’m Eric Ross, CFP®, Founder and Lead Advisor of F2 Wealth. I’ve helped hundreds of clients during my career to make smart decisions about their money and their lives. I’m exclusively fee-only and dedicated to serving you as a full-time fiduciary. My advice has appeared in publications including The Wall Street Journal, The New York Times, and Kiplinger’s. I’ve received multiple recognitions as a Five Star Wealth Advisor. I’ve been a repeat guest on SiriusXM radio discussing personal finance and I’ve been a speaker at industry conferences helping to educate other advisors.

Clients choose to work with me when they are looking for a highly experienced advisor skilled in helping individuals and families navigate life’s most meaningful decisions that occur at the intersection of life and wealth. Clients appreciate the peace of mind that comes from collaborating with an advisor who has crafted a comprehensive, tailored plan that anticipates life changes and facilitates management of actions in the present to best prepare for tomorrow.

As a client of F2 Wealth, you will have a tailored, unified plan that addresses the key areas of your financial life including life planning, retirement planning, investment management, estate planning, insurance, and tax management. Your plan will be developed with input from a team of experts across each of these major aspects of your financial life. Beyond these core areas, we also have specialized expertise in equity compensation planning and incorporating real estate into investment portfolios. Tax management is integrated into all aspects of your plan and goes beyond the common fare.

One of the best ways to evaluate the experience you would have in working with us is by seeing firsthand the work we do. We would be delighted to show you samples of the work we do for clients including an example action plan and a free no-obligation tax report tailored for you.

I look forward to learning more about you and helping to provide peace of mind in your financial life.