Eric Pailing

My journey into personal finance didn’t start in a classroom or a boardroom—it started in the Marines. Leading Marines taught me discipline, accountability, and the weight of responsibility for other people’s futures. When I left the service, I realized those same principles were exactly what families needed from someone guiding their finances: honesty, clarity, and someone who shows up when it matters.

I’ve spent 22 years in the financial industry, with the last 12 as a fiduciary advisor representative, committed to one simple idea: people deserve advice that puts them first. Over the years, I’ve sat at countless kitchen tables and conference rooms helping families navigate everything life throws at them—retirement decisions, market stress, career changes, kids with special needs, aging parents, unexpected setbacks, and unexpected opportunities.

I’m a husband and father, and those two roles shape the way I work more than anything. I know what it’s like to think about the future not in spreadsheets, but in real terms—your kids’ dreams, your partner’s security, your own sense of purpose. I’m also a youth hockey coach and an advocate for children with disabilities, which gives me a front-row view into the challenges parents face and the importance of long-term planning for families with unique needs.

My clients will tell you I’m direct, patient, and relentlessly focused on doing what’s right. My job isn’t just to manage money—it’s to help people feel secure, prepared, and empowered to live the life they’re building.

This isn’t just a career for me; it’s service. And I take the responsibility personally.

If you’re looking for guidance grounded in real experience, real values, and real commitment, I’d be honored to help you chart your path forward.

Learn more about Eric here.