W. Eric Marney

W. Eric Marney specializes in comprehensive financial planning, complex asset structures, asset protection, and wealth strategies. With more than 20 years of experience in the financial industry, Eric brings a deep, real-world understanding of how to help clients protect and grow what they've worked so hard to build. A pivotal part of his career was spent with Charles Schwab, where he consulted with financial advisors on how to structure and grow their business — an experience that ultimately inspired him to become a financial advisor himself.

Today, Eric uses that background to help individuals, families, and business owners simplify the complex world of wealth management and asset structuring, so their financial lives are aligned with their goals. He has a special passion for entrepreneurs and the entrepreneurial spirit. He understands the unique challenges and opportunities business owners face and loves coming alongside them to help them grow, protect, and transition their wealth.

Outside of business, faith and family are at the center of Eric's life. He and his wife, Shannon, have been married for 30 years and have four sons, all married and starting families of their own. Now a proud grandfather — lovingly known as "Poppi" — Eric treasures regular family dinners, annual reunions, and a much-loved yearly lake weekend where the entire family gathers to relax and reconnect. When time allows, Eric and Shannon enjoy traveling, whether to the mountains, the ocean, or exploring old-world charm in new places.