Eric Wylie

CTFA
Personal Finance, Retirement, Investing
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“Eric Wylie, Investment Advisor with Element Retirement & Investment Consultants, is part of his clients' long-term strategic estate planning, and works with a tax advisor and attorney to ensure that they are on track to financial success.”
Firm:

Element Retirement & Investment Consultants, LLC

Job Title:

Investment Advisor

Biography:

Eric Wylie with Element Retirement & Investment Consultants is an independent, fee-only Registered Investment Advisor located in College Station, Texas. They look at the clients’ entire financial picture, not just their investment assets, in order to develop and implement an inspiring vision of their financial future and a realistic strategy to achieve it.  All of this is accomplished through research, experience, and unparalleled attention to relationship and service.

As a fee-only Registered Investment Advisor, Eric helps families create peace of mind by establishing and implementing wealth plans and investments in a highly personalized and unparalleled way.  Over the last two decades, during some of the most trying periods in the financial markets, Eric has worked with a number of affluent and high net worth clients to ensure that their portfolios were positioned to weather those, and future, storms.

Eric holds the Certified Trust and Financial Advisor (CTFA) designation which places an emphasis on not just financial planning, but also on trust and estate planning, giving Eric a solid foundation in fiduciary services.  This positions him to offer not only objective and independent information, but also education, advice, and advocacy on behalf of his clients.

A graduate of Texas A&M University, Class of 1993, Eric has degrees in both Finance and Management. While in college, Eric was a member of the Corps of Cadets, served as a Student Body Senator, and was Treasurer of the Business Student Council. After graduation, Eric remained in College Station and worked for two large firms in the financial services industry. In 2011, Eric opened Element Retirement & Investment Consultants in College Station.

Eric continues to be active in the community and enjoys woodworking, numismatics, camping, geocaching, and all manner of watersports.  He, his wife Joey, and their four children attend A&M United Methodist Church in College Station.

Education:

BBA, Finance and Management, Texas A&M University

Fee Structure:

Fee-Only

CRD Number:

2703968

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2) As part of the above, don't forget to also build up a stockpile of emergency money, this amount doesn't necessarily need to be some % of your income, but an amount that helps you sleep well at night, whatever that means to you. But it should at least be enough to cover the cost of new tires or some other potential unexpected expense.

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