Meet Eric


Eric Phoulavong

I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many levels. I focus on helping my clients to truly understand why we are doing what we are doing. We find that when we believe in the financial plan, we can focus on executing, and planning the next chapter.

My Superpowers

  • No one can get through a checklist of “to-do’s” more quickly and efficiently

  • Cares deeply about the advisors and the clients that he works with

  • Has ranked in the top 5 “Husbands and Fathers of Rochester” 4 years in a row

  • Can coach a girls soccer team to multiple championships

About Eric

I live in Fairport with my wife and 2 children.  We are very active and we compete in leagues for soccer, kickball and pickleball.  I also love playing golf and cooking.  When I’m not spending time with my family, you will see me supporting Manchester United 24/7.