Erin D. Eiras, CPFA®, CEPA®
Introducing Erin Eiras: Your Collaborative Private Wealth Advisor. Business Owner
At InVestra, we pride ourselves on providing exceptional financial guidance and personalized wealth management services. Leading our dedicated team is Erin Eiras, a highly esteemed Wealth Advisor and the inspiring owner of InVestra, operating from our offices in Jacksonville, FL, and Columbia, SC. With a reach extending to clients in over 20 states, Erin brings two decades of experience and an unwavering passion for helping individuals and families achieve lives of significance through sound financial planning.
Erin’s financial acumen and leadership have been recognized across various platforms, including News4Jax, WOKV, IEEE Women in Engineering International Conference, and Financial Services Review magazine.
A Wealth of Expertise and Compassion
Erin Eiras is not just a financial advisor; she is a mentor, business owner, friend, and a compassionate member of the community. Her multifaceted role as a Mom, Wife, (avid) traveler, and car collector speaks to her diverse interests and deep understanding of the unique needs of her clients.
Erin’s commitment to building generational wealth and her proprietary individualized financial planning process are at the core of InVestra’s mission. She excels at identifying risks, extinguishing potential financial “dumpster fires,” and crafting durable plans that alleviate future worries and provides confidence to the families she serves.
Focused on Multi-Generational Wealth
One of InVestra’s standout features is our dedication to working with multi-generational families. We believe in the importance of educating not only the current generation but also the children and sometimes even the parents of the families we serve. 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), credentials that 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 excel in holistic financial planning, ensuring that business, family matters, tax strategies, and risk management are seamlessly integrated into our clients’ financial plans. We keep everyone informed and up-to-date with progress, fostering a sense of freedom and confidence in the 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.
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 833.880.7878
Erin D. Eiras, CPFA®, CEPA®
Wealth Advisor
My true value as your wealth manager is to create a supportive environment where you feel comfortable asking questions and gaining knowledge about the complex financial solutions available through our ongoing relationship. By creating more open communication, you can build a trusting and meaningful partnership with financial freedom at the heart of the process.
Erin D. Eiras, CPFA®, CEPA®
My true value as your wealth manager is to create a supportive environment where you feel comfortable asking questions and gaining knowledge about the complex financial solutions available through our ongoing relationship. By creating more open communication, you can build a trusting and meaningful partnership with financial freedom as the heart of the process.
Erin D. Eiras, CPFA®, CEPA®
Introducing Erin Eiras: Your Collaborative Private Wealth Advisor. Business Owner
At InVestra, we pride ourselves on providing exceptional financial guidance and personalized wealth management services. Leading our dedicated team is Erin Eiras, a highly esteemed Wealth Advisor and the inspiring owner of InVestra, operating from our offices in Jacksonville, FL, and Columbia, SC. With a reach extending to clients in over 20 states, Erin brings two decades of experience and an unwavering passion for helping individuals and families achieve lives of significance through sound financial planning.
Erin’s financial acumen and leadership have been recognized across various platforms, including News4Jax, WOKV, IEEE Women in Engineering International Conference, and Financial Services Review magazine.
A Wealth of Expertise and Compassion
Erin Eiras is not just a financial advisor; she is a mentor, business owner, friend, and a compassionate member of the community. Her multifaceted role as a Mom, Wife, (avid) traveler, and car collector speaks to her diverse interests and deep understanding of the unique needs of her clients.
Erin’s commitment to building generational wealth and her proprietary individualized financial planning process are at the core of InVestra’s mission. She excels at identifying risks, extinguishing potential financial “dumpster fires,” and crafting durable plans that alleviate future worries and provides confidence to the families she serves.
Focused on Multi-Generational Wealth
One of InVestra’s standout features is our dedication to working with multi-generational families. We believe in the importance of educating not only the current generation but also the children and sometimes even the parents of the families we serve. 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), credentials that 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 excel in holistic financial planning, ensuring that business, family matters, tax strategies, and risk management are seamlessly integrated into our clients’ financial plans. We keep everyone informed and up-to-date with progress, fostering a sense of freedom and confidence in the 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.
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 904.880.7878
