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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Eric Ayersman

Financial Advisor

304 744 8888

888 296 1868

Eric graduated with B.S. degrees in Accounting and Business Management, and a minor in Economics from WVU Institute of Technology in 1993. He received his MBA from Marshall University in 1999, and passed the CPA exam in 2001. This was...

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