Home
At Adler Financial, your goals and dreams are what matter! Let us help make them a reality!
About
Eric Adler – Financial Advisor
Click here to view the background of this individual.
Eric, President and CEO of Adler Financial LLC, has more than 10 years of experience in the financial services industry. In 2015, he became a licensed Registered Investment Advisor Representative in Wisconsin (Series 66). Eric earned a BBA in Finance from the University of Wisconsin-Whitewater.
Eric registered his firm, Adler Financial LLC, with the state of Wisconsin as a Registered Investment Adviser (RIA) in 2020 with a goal to provide a more flexible client experience at a lower cost.
Eric has been a Dane County resident for most of his life and loves calling it his home, as his family resides in Oregon, WI. When not on the job, Eric enjoys spending time with his wife, two sons and dog, as well as their friends and family. Eric is a sports enthusiast and particularly enjoys playing golf and relaxing in front of a fire. Click here to schedule a no cost no obligation 15-minute phone call to discuss what Adler Financial can do for you
Our Difference
Adler Financial LLC is an RIA providing investment advisory, financial planning, insurance, and tax preparation services to individuals, families, and businesses. Our investment advisory services are tailored to your individual needs, financial situation and what is in your best interest. At Adler Financial, tax-efficient solutions are what we strive to achieve for each and every client. Please see our menu of services to see our pricing and how I can help make a difference for you!
Services & Fees
Insurance & Annuities
Adler Financial LLC partners with RetireOne to offer Insurance and Annuity solutions to its clients. Fees will vary based on product and carrier.
Adler Financial LLC and its representatives are not licensed insurance agents and do not accept any payment for the implementation of these solutions.
Taxes
Adler Financial LLC provides tax preparation, filing, and planning for both individuals and small businesses. Fees are charged based on the complexity and time it will take to complete your return based on an hourly rate of $150/hour.
Asset Management
Adler Financial will manage your assets through its custodial relationship with Interactive Brokers LLC. Fees range from 0.25%-1.25% annually depending on the complexity and time committed to executing the investment strategy.
Planning & Consulting
Adler Financial LLC provides financial planning and consulting services at an hourly rate of $150/hour. These services range from retirement and tax planning to small business consulting. Please contact us to learn more.
Contact
