Specialties
Providing tailored portfolios to investors, based on their time horizon and risk tolerance. As a Fiduciary, we are fee only and never charge commissions, and we always place the client's interest ahead of our own. Offering 401K rollovers, Roth IRA's, Traditional IRA's, Fixed Annuities, Indexed Annuities, and Registered Indexed Annuities, and Life Insurance. All portfolios designed by Eric J. Ayersman, CPA, CFP, MBA.
History
Established in 2012.
Eric J. Ayersman CPA, MBA, CFP began as an income tax preparation firm. After seeing client's brokerage statements and seeing severe market losses in 2008, he began working with clients to ensure they were appropriately invested in order to prepare for retirement. In 2012, he obtained the licenses to start managing accounts. Many clients were either investing too conservatively to ever build a good retirement fund, or investing so aggressively they were putting their future at risk. Eric examines every portfolio after meeting with the client, and tailors a portfolio specifically to their needs.
Meet the Business Owner: Eric A.
Eric Ayersman, CPA, graduated with B.S. degrees in Accounting and Business Management, and a Minor in Economics in 1993 from WVU Institute of Technology. His MBA was earned from Marshall University in 1999. Eric has several years experience in income tax preparation for both businesses and individuals, as well as several years finance experience in the nonprofit world, having worked at WV State University, the WV Division of Tourism, and CAMC. He started his investment business in 2012, which was then known as Ayersman Financial Group, Inc.
