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At Adler Financial, your goals and dreams are what matter! Let us help make them a reality!
About
Eric Adler – Financial Advisor
Meet Eric Adler, Founder & President of Adler Financial LLC
Eric Adler, President and CEO of Adler Financial LLC, brings more than a decade of experience in the financial services industry. In 2015, he became a licensed Registered Investment Adviser Representative in Wisconsin (Series 66) and earned his Bachelor of Business Administration in Finance from the University of Wisconsin–Whitewater.
Driven by a vision to provide personalized financial guidance with greater flexibility and transparency, Eric founded Adler Financial LLC in 2020 and registered the firm with the State of Wisconsin as a Registered Investment Adviser (RIA). His mission is simple: deliver thoughtful, tax-efficient financial strategies designed around each client’s unique goals, circumstances, and best interests.
As a lifelong resident of Dane County, Eric is proud to call Oregon, Wisconsin home, where he lives with his wife, two sons, and family dog. Outside of work, he enjoys spending time with family and friends, following sports, playing golf, and relaxing around a fire.
Whether clients are preparing for retirement, growing investments, navigating taxes, or planning for major life transitions, Eric believes financial advice should be practical, accessible, and centered on long-term success.
Schedule a complimentary, no-obligation 15-minute call to learn how Adler Financial can help you pursue your financial goals.
Email Eric today to start the conversation.
Specialized Guidance for Unique Financial Situations
Eric has a particular passion for helping clients facing complex or often overlooked financial decisions, including:
- Small business owners and professionals navigating business growth, tax strategies, retirement plans, succession considerations, and balancing personal and business finances.
- Foreign dual-status citizens and international families managing cross-border tax implications, residency considerations, and the financial complexities that come with multiple jurisdictions.
- Early-stage professionals and emerging earners making foundational decisions around investing, debt management, benefits selection, insurance, retirement planning, and building long-term financial security.
Eric understands that financial decisions made early—or during periods of transition—can have lasting impacts. His goal is to help clients make informed choices with confidence and clarity.
Our Difference
Adler Financial LLC is a Registered Investment Adviser providing investment advisory, financial planning, insurance, and tax preparation services to individuals, families, and businesses.
Our recommendations are tailored to your personal goals, financial circumstances, and what is in your best interest. At Adler Financial, we emphasize tax-efficient planning strategies designed to help preserve wealth and improve long-term outcomes.
From comprehensive financial planning to investment management and tax preparation, we strive to deliver solutions that are practical, personalized, and cost-effective.
Explore our services and pricing to see how Adler Financial can make a difference for you.
Services & Fees
Tax Preparation, Planning & Advisory Services
At Adler Financial LLC, we believe tax planning is about more than simply filing a return once a year. We work with individuals, families, professionals, and small business owners to develop proactive tax strategies designed to minimize tax liabilities and support long-term financial success.
Our services include tax preparation, tax filing, tax planning, and advisory services tailored to your unique financial circumstances. We take a comprehensive approach by integrating tax considerations with investment management, retirement planning, and overall financial planning whenever appropriate.
We have particular experience assisting:
- Small business owners and entrepreneurs seeking guidance on entity selection, business deductions, retirement plans, estimated tax payments, and tax-efficient growth strategies.
- Dual-status citizens, expatriates, and international families navigating cross-border tax issues, foreign income reporting, and the complexities of multiple tax jurisdictions.
- Early and mid-career professionals looking to establish sound financial habits, maximize tax-advantaged opportunities, and make informed decisions that can have a lasting impact on their financial future.
Fees for tax preparation and planning services are based on the complexity of your situation and the time required to complete the engagement. Services are billed at an hourly rate of $175 per hour, allowing clients to receive personalized guidance without paying for services they do not need.
Whether you need assistance preparing an individual return, managing small business tax matters, evaluating cross-border tax implications, or developing a long-term tax strategy, Adler Financial LLC is committed to providing knowledgeable, responsive, and client-focused service.
Investment Management
Adler Financial LLC provides personalized investment management services through our custodial relationship with Interactive Brokers LLC, one of the world’s leading independent custodians.
Our investment management approach is built around your unique financial goals, risk tolerance, time horizon, and tax considerations. Rather than offering a one-size-fits-all solution, we develop and monitor customized portfolios designed to help clients pursue their long-term objectives while maintaining an appropriate level of risk.
As part of our ongoing asset management services, we provide portfolio monitoring, investment selection, rebalancing, tax-aware investment strategies, and periodic reviews to ensure your investment plan remains aligned with your evolving needs.
Investment management fees are assessed as a percentage of assets under management and range from 0.25% to 1.25% annually, depending on account size and complexity. This fee structure aligns our interests with yours—our success is tied to helping you grow and preserve your wealth over time.
Whether you are accumulating wealth, planning for retirement, managing a business owner’s investment portfolio, or seeking a second opinion on your current investment strategy, Adler Financial LLC is committed to delivering objective advice and personalized service.
Financial Planning & Consulting
Adler Financial LLC provides personalized financial planning and consulting services designed to help individuals, families, professionals, and business owners make informed financial decisions with confidence.
Our planning and consulting services cover a wide range of financial matters, including retirement planning, tax planning, investment analysis, cash flow management, business planning, and strategic financial decision-making. Whether you are preparing for retirement, evaluating a major financial opportunity, launching or growing a business, or seeking guidance through a complex financial situation, we provide objective advice tailored to your unique circumstances and goals.
We have particular experience assisting small business owners, cross-border families, dual-status citizens, and early-career professionals navigate the financial and tax challenges that often accompany significant life and business transitions.
Planning and consulting services are billed at an hourly rate of $175 per hour, providing clients with flexible access to professional guidance without the need for an ongoing asset management relationship.
Our goal is to serve as a trusted advisor, helping clients make thoughtful financial decisions that support both their immediate needs and long-term objectives.
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