Erin D. Eiras, CPFA®, CEPA®, Wealth Advisor
Erin D. Eiras, founder and CEO of InVestra, has worked in the finance industry since 2001 building a successful and satisfying career helping affluent investors pursue their financial goals. Erin chose to become a Wealth Manager and financial coach because she enjoys fully engaging with her audience to inspire clients to fulfill their retirement desires. Erin’s out-of-the-box style combined with her personal and business acumen adds tremendous credibility to her practice, which organically grows almost exclusively through client referrals.
Early in her career, Erin withstood the challenges of the “great recession” and the financial roller coaster that ensued, yet she continued to be a grounded, secure sounding board for her many concerned investors, providing stable and sound guidance during those troubled times. Her experience navigating these high-pressure markets has forged her into a solid choice when choosing someone to manage your serious investment resources. Erin has been recognized by LPL Financial as a “Top Producer” for 2014, 2015, and 2016. Erin has spent several years on the Women’s Advisory Counsel for Independent Financial Partners (IFP) and has addressed the needs of executive women investors as part of her specialty services.
Even as a “Top Producer” Erin finds it essential to maintain a healthy work/life balance and excels at the task of managing assets for her high net worth clients all while standing as a pillar of the community; sponsoring several non-profits including Finance Chairman of the Southside Businessman’s Club, Jacksonville Symphony Orchestra, The Jacksonville Film Festival, the Ponte Vedra Cultural Center, the St. Augustine Wildlife Preserve and many other local charities. Erin is also a noted philanthropist and patron of the arts, serving as a large-scale benefactor of the Jacksonville Automotive & Motorcycle Museum and a founder of the largest annual fundraising event for the Museum of Contemporary Art (MOCA) “Contemporaries”, a group of young professionals helping to raise awareness and much-needed funds for the Museum and their community projects.
Erin has spent years crafting a balance between work, family, and the real life of a professional woman, and as a result, she is delighted that a large portion of her client base is made up of professional women. Erin, her husband, and their three children enjoy world travel and have a passion for ancient architecture, local cuisine & foreign cultures. Their adventures have taken them to six continents over the past few years; they continue to take in the world and all it has to offer. They are also enthusiastic art and car collectors, enjoying classic and modern collectible cars alike.
Freedom Club is based on the annual production ranking of financial advisors supported by LPL Financial.
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 833.880.7878
Erin D. Eiras, CPFA®, CEPA®
Wealth Advisor
My true value as your wealth manager is to create a supportive environment where you feel comfortable asking questions and gaining knowledge about the complex financial solutions available through our ongoing relationship. By creating more open communication, you can build a trusting and meaningful partnership with financial freedom at the heart of the process.
Erin D. Eiras, CPFA®, CEPA®
My true value as your wealth manager is to create a supportive environment where you feel comfortable asking questions and gaining knowledge about the complex financial solutions available through our ongoing relationship. By creating more open communication, you can build a trusting and meaningful partnership with financial freedom as the heart of the process.
Erin D. Eiras, CEPA®, CPFA®, Wealth Advisor
Erin D. Eiras, founder and CEO of InVestra, has worked in the finance industry since 2001 building a successful and satisfying career helping affluent investors pursue their financial goals. Erin chose to become a Wealth Manager and financial coach because she enjoys fully engaging with her audience to inspire clients to fulfill their retirement desires. Erin’s out-of-the-box style combined with her personal and business acumen adds tremendous credibility to her practice, which organically grows almost exclusively through client referrals.
Early in her career, Erin withstood the challenges of the “great recession” and the financial roller coaster that ensued, yet she continued to be a grounded, secure sounding board for her many concerned investors, providing stable and sound guidance during those troubled times. Her experience navigating these high-pressure markets has forged her into a solid choice when choosing someone to manage your serious investment resources. Erin has been recognized by LPL Financial as a “Top Producer” for 2014, 2015, and 2016, and she was honored by nomination in Ernst & Young’s Entrepreneur of the Year in 2014*. Erin has spent several years on the Women’s Advisory Counsel for Independent Financial Partners (IFP) and has addressed the needs of executive women investors as part of her specialty services.
Even as a “Top Producer” Erin finds it essential to maintain a healthy work/life balance and excels at the task of managing assets for her high net worth clients all while standing as a pillar of the community; sponsoring several non-profits including Finance Chairman of the Southside Businessman’s Club, Jacksonville Symphony Orchestra, The Jacksonville Film Festival, the Ponte Vedra Cultural Center, the St. Augustine Wildlife Preserve and many other local charities. Erin is also a noted philanthropist and patron of the arts, serving as a large scale benefactor of the Jacksonville Automotive & Motorcycle Museum and a founder of the largest annual fund raising event for the Museum of Contemporary Art (MOCA) “Contemporaries”, a group of young professionals helping to raise awareness and much needed funds for the Museum and their community projects.
Erin has spent years crafting a balance between work, family, and the real life of a professional woman, and as a result, she is delighted that a large portion of her client base is made up of professional women. Erin, her husband, and their three children enjoy world travel and have a passion for ancient architecture, local cuisine & foreign cultures. Their adventures have taken them to six continents over the past few years; they continue to take in the world and all it has to offer. They are also enthusiastic art and car collectors, enjoying classic and modern collectible cars alike.
* The EYO is a prestigious business award for entrepreneurs, who compete worldwide for nomination and receipt of these top honors. Recognized globally, the award is bestowed upon the most outstanding entrepreneurs who have inspired others with their vision, leadership, and achievement.
Freedom Club’s “top producer” recognition is awarded based on total production.
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 904.880.7878
