Erie Wealth Advisors
Principle, Wealth Advisor
Keith Wood
About
Erie Wealth Advisors
At Erie Wealth Advisors, we help business owners and their teams plan with confidence through wealth planning, investment management, and employer-sponsored retirement plans. Our disciplined, research-driven portfolios are built around your goals and refined as markets and life change. We look at your full picture, from retirement income and taxes to your legacy, working alongside your CPA and attorney. And when you’re ready for the next stage, we help prepare your business so you can step away on your own terms.
Building Wealth Together
Your Partner in Financial Growth
Articles Written by Other People
Articles for Business Owners
Articles for Business Owners Who Want to Sell Their Business
Our Vision
Investment management begins with a relationship. We take the time to know you, your family, and your trade, then build a disciplined, research-driven portfolio around your goals and refine it as markets and life change. You’ll work with an advisor who knows your story and is there when you need them. Alongside your portfolio, we offer wealth planning and employer-sponsored retirement plans, and we help business owners prepare for the next stage so they can step away on their own terms.