We Take Your Wealth Management Personally.
At Arbor Private Wealth, we offer all the benefits and experience of the largest corporations, but with the accessibility, loyalty and personalized client advocacy of a close-knit, independent boutique firm.
Eric Showalter,
CFP®, CPWA®
Financial Advisor and Founder
of Arbor Private Wealth
A Certified Financial Planner®, Certified Private Wealth Advisor® and fiduciary, Eric Showalter has an extensive background in comprehensive wealth management with a particular depth in professional portfolio management and financial planning. He specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, charitable giving and other wealth and income strategies.
- 25 years of experience with Fortune 500 companies
- 15 years with global financial services firms as a Financial Advisor
- Bachelor of Engineering in Electrical Engineering from Vanderbilt University
- MBA in Finance from The University of Texas at Austin
- Board of Directors of the Community Foundation for Loudoun and Northern Fauquier counties
Thank you for your interest in my personalized wealth management and fiduciary services. I look forward to meeting you and learning about your unique financial goals. Contact me today to begin the conversation.
We're Here for you
Write Us
Even if you already have a financial advisor, and are simply interested in getting a second opinion, we will be happy to speak with you. Likewise, please feel free to let us know if someone you care about could benefit from a second opinion.
How We Serve You
Discovery
We want to understand what’s important to you. We will review your current investments, obligations, goals, time horizons, and risk tolerance, so that we can help you plan broadly and meaningfully. Are you planning to fund a college education? Are you planning a second home in retirement? Are you looking for tax efficient ways to make a charitable gift?
Recommendation
We build a plan that is tailored to your family’s priorities. Will working an additional two years permit you to pursue additional goals? Will saving more today allow for an earlier retirement? Does delaying my Social Security payments give me more in retirement? Can I take a more growth oriented investment portfolio in retirement? We work through our recommendations with you until we’ve identified a plan that works for you.
Implement
This is where our Investment Management services put your personalized plan into action. We will invest your retirement and investment accounts according to the agreed strategy. As fiduciaries, we put the interests of our clients ahead of our own.
Monitor
We provide ongoing portfolio reviews and make any adjustments necessary due to financial issues that arise in your life. Your financial plan is a living document, and available to you though your online client portal. You can check the status of your investment returns at any time and we will proactively send you a report of your investment performance each quarter. As your life evolves, your plan evolves with you.