Eric Weschke - Financial Advisor, Educator, & Industry Veteran

Eric Weschke is a trusted financial advisor, educator, and industry expert with over 30 years of experience helping individuals, families, and businesses achieve their financial goals. As the President and CEO of Advancedfolio Capital Management, Eric combines institutional investment strategies with personalized financial planning to create tailored solutions for his clients. Based in New York, he is also a respected financial educator, sharing his expertise to empower others with the knowledge to build secure financial futures. Whether you’re planning for retirement, managing investments, or seeking expert guidance, Eric Weschke provides the insights and support you need to succeed.

Let's work together to create the financial stability you deserve.

Eric Weschke - Areas of Expertise

Areas of Expertise

I specialize in:

  • Tax-efficient retirement income solution
  • Asset protection strategies
  • Risk management
  • Comprehensive financial planning
  • Strategic investment management

A Personal Commitment

My commitment to financial education goes beyond traditional advising. Through my former radio show, Smart Planning Radio, as well as educational seminars and workshops, I’ve helped countless individuals feel more confident in making informed financial decisions. I believe in building strong, lasting relationships with my clients by maintaining consistent communication and taking the time to truly understand their unique goals and needs. Whether it’s through one-on-one advising or sharing knowledge with a broader audience, my focus is always on empowering others to take control of their financial futures.