Erin D. Eiras, CPFA®, CEPA®

Introducing Erin Eiras: Your Collaborative Private Wealth Advisor. Business Owner

At InVestra, we are committed to delivering exceptional financial guidance and tailored wealth management services that make a meaningful difference. Leading our dedicated team is Erin Eiras, a distinguished Wealth Advisor and the passionate owner of InVestra, operating from our offices in Jacksonville, FL, and Columbia, SC. With a presence in over 20 states, Erin brings twenty years of expertise and a deep-rooted dedication to empowering individuals and families to achieve lives of significance through prudent financial planning.

Erin’s financial expertise and leadership have garnered recognition across numerous esteemed platforms, including News4Jax, WOKV, Jacksonville Business Journal, Speaker for Nitrogen’s annual Fearless Investing Conference, the IEEE Women in Engineering International Conference, Columbia Metropolitan Magazine, Haute Living, Grit Daily, and Financial Services Review, to name a few.

Erin Eiras, a Certified Exit Planning Advisor (CEPA®) and Certified Plan Fiduciary Advisor (CPFA®), was invited by LPL Financial to join a select group of 20 (Hybrid) Wealth Advisors on the company’s Ambassador Council. Her leadership role in shaping strategic vision and marketplace engagement highlights her authority. As a key voice, she helps inform business decisions from the client perspective, acting as a proactive advocate alongside C-suite leaders for fellow wealth management professionals.

A Wealth of Expertise and Compassion

Erin Eiras, a proud native of Amelia Island, FL, is more than a financial advisor—she’s a mentor, business owner, and trusted voice in her community. As a devoted wife, mom of three, passionate traveler, and car collector, Erin’s active community involvement and personal pursuits help her connect authentically with clients, fostering trust and understanding.

Driven by a deep commitment to helping families build and sustain generational wealth, Erin has developed InVestra’s Financial Planning process, which places the client at the center of the planning process. This blend of purpose and passion is at the heart of InVestra’s mission. With a keen eye for identifying risk and a talent for transforming potential financial setbacks into secure, forward-focused strategies, she helps families navigate with clarity and confidence. Her approach emphasizes lasting relationships, holistic planning, and empowering clients to thrive well beyond the numbers. Her personal motto is, “Money should be a source of strength, not stress”, in one’s life, reinforcing her dedication to client success.

Focused on Multi-Generational Wealth

One of InVestra’s standout features is our dedication to working with multi-generational families. Erin Eiras is passionate about helping clients build a future where their children and grandchildren inherit not just assets but also values, fostering a sense of legacy and trust across generations.

Through intentional planning, Erin empowers families to pass down their stories, their purpose, and their ability to navigate life’s challenges with strength and generosity—so their name, their vision, and their impact live on. This holistic approach ensures that wealth management is a family affair, promoting financial literacy and long-term prosperity across generations.

Comprehensive Wealth Management Services

At InVestra, we approach wealth management with the whole client in mind. Our comprehensive services encompass:

• Business Exit Planning: Helping business owners view their enterprises as value-added or growth-centered entities rather than merely lifestyle businesses.
• Financial Planning: Crafting personalized financial plans that address every aspect of our clients’ financial lives.
• Generational Wealth/Legacy Planning: Pursuing that wealth is preserved and passed down effectively, fostering a lasting legacy.

Erin Eiras is a Certified Exit Planning Advisor (CEPA) and a Certified Plan Fiduciary Advisor (CPFA). These credentials highlight her expertise in guiding business owners through the complexities of exit planning and fiduciary responsibilities. Her strategic approach transforms businesses, enhancing their value and growth potential.

A Holistic Approach to Financial Planning

InVestra stands out in the crowded advisor market by placing the family at the center of our financial planning process. Our team of specialists, led by Erin, ensures that every aspect-business, family, tax, and risk-is tailored to your unique needs, fostering confidence and a sense of partnership in your financial future.

Partner with InVestra

At InVestra, we are more than just financial advisors; we are partners in your financial journey. With Erin Eiras at the helm, our team is committed to helping you navigate the complexities of wealth management with confidence, warmth, and trust. Join us and experience the freedom that comes from having a dedicated team focused on your financial well-being.

Contact us today to learn more about how InVestra can help you pursue your financial goals and build a lasting legacy. Your “why” is at the heart of our service.

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