Erin Eiras, CPFA and President of InVestra has been in the business of Wealth Management for almost two decades and enjoys being an authentic steward of her clients and their loved ones by empowering them to live life like herself: debt-free and independent of ongoing financial hardships. At InVestra, building legacies of generational wealth and charitable giving are both at the heart of the practice. Erin’s mission as your SmartVestor Pro is simple and sincere: to be your ally and create an environment where you feel comfortable asking questions and are ready to gain the knowledge you need to move forward in your journey towards creating a life of significance.
What sets us apart?
When considering what qualities to look for when hiring an advisor, one of the first things that probably comes to mind is experience. While most advisors possess this quality, you must ask yourself: ‘at what cost?’
Here at Investra, our team is lead by a veteran in the business: Erin Eiras, a distinguished advisor in her 17th year of business, who is at the tender age of 40 years old, is quite accomplished, and is ardent about sharing her keys to success and partnering with you on your journey to wealth creation. Thanks to the combination of her many years of experience and young age, you should have a Wealth Partner for the next 20-25 years…
If that’s something that’s important to you, you’ll know that those stats are a rarity in the financial advising business. Being an advocate for her clients is her passion, and she has spent her entire adult life in pursuit of educating and empowering them to lead lives of significance.
As a true believer in Dave Ramsey and his process, we encourage you to ask yourself the following before engaging with a new investment management firm: Does the potential advisor you are looking to hire utilize a legitimate office space? (not a room in their home, but a commercial space) Do they own or rent said office space? Finally, if they own, ask them if they have a mortgage on it. Note: The answers to these questions matter! In fact, they’re critical. Here at InVestra Financial Services, we value a life lived free of debt and we do not settle for subpar office space; we are firm believers in setting goals and working diligently to achieve them. It’s our great honor to have a beautiful high-rise office with a terrific view of the St. Johns River here on San Marco’s Southbank in beautiful, Jacksonville, FL that is owned with NO Mortgage.
Having an office (rented or bought) to operate out of is considered a basic qualifier for a Wealth Management Professional. Truly being debt-free is a significant differentiator and one more reason why you should hire someone with the heart and soul of a true financial steward who can demonstrate how no one ever has regretted living their life debt-free, especially a Dave Ramsey SmartVestor Pro.