Eric W. Johnston, CFP®

Man with suit and grey hair

Most of our clients are over 50. They want a strategy to continue to grow their assets with greater attention to risk management as they grow older. They want to pay lower taxes. They want advice on moves that will help them have their best retirement. We do these things.

We’re narrowly focused on these tasks. We’re highly organized and have a process for executing a successful plan for our clients retirement years. Everything we do here is focused on our client’s success. We hire top people on our team to make this happen.

Quick Facts about Eric:

  • Eric is a Certified Financial Planner®, CFP® and has been an advisor for the past 30 years, since 1993.
  • Eric is the Chairman of the New Eastern Shore Leadership Institute which helps professionals develop and improve leadership skills.
  • Eric is a past President of the Art Institute and Gallery where he oversaw a board of seventeen and four paid staff.
  • Eric was an Adjunct Professor and taught Finance 446: Retirement Planning at Salisbury University’s Perdue School of Business.
  • Eric is a member of the Executive Board of the Greater Salisbury Committee (GSC). GSC is a group of regional Presidents and CEOs of companies working together to find solutions to challenges in our area. He is a recent alum of the Transformational Community Leadership Cohort run the Greater Salisbury Committee.
  • Eric and his wife and four children live in Salisbury MD.