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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Baer is a financial advisor with Abound Wealth Management, LLC. Eric has been a financial advisor since 2020 and holds the Series 65 designation. Eric has experience working with both individuals and businesses. Eric specializes in providing financial planning, portfolio management, and retirement planning services. Eric also offers educational seminars on a variety of financial topics.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees for speaking engagements
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TN
04/12/2021 - Present
Abound Wealth Management, LLC (FRANKLIN TN)
IA
Issued 11/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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