MORE THAN ADVISORS. A TEAM THAT KNOWS YOUR NAME.
About Us
You won’t be handed off or passed around. You’ll work with a team that knows your name, your plan, and the life you’re building toward. They treat every bit of it like their own.
Why We Exist
WE LOOK AFTER MORE
THAN THE MONEY.
Most people arrive at retirement with a portfolio and no plan for the life. We build both. We look after the whole picture: the wealth you've built and the traveling, the spending, the meaning a portfolio alone can't give back. We're direct about what works and what doesn't, do the deep work most firms skip, and stay relentless when the industry coasts.
THE HARDEST PART OF RETIREMENT WAS NEVER THE MONEY.
We've sat across from the person who can't turn the engine off, who did everything right and still feels uncertain about what comes next. We know the questions that surface at 3 a.m., and we don't flinch from them.
Our Values
WHAT WE STAND ON
01
MORE THAN THE MONEY
Most firms stop at the portfolio. We look after the whole life you built, and the one you still want to live.
02
WE SAY THE HARD THINGS
We speak plainly and give you an honest picture of where you stand. If we don’t believe we’re the right fit for you, we’ll tell you.
03
PERMISSION TO LIVE
Growing the number is the easy part. The real work is handing you the confidence to finally spend it.
The Fiduciary Standard
Your financial future deserves advice that answers to you. As fiduciaries, we’re obligated to put your interests first and be clear about potential conflicts. That’s the standard behind every recommendation we make.
MEET THE TEAM
Eric Kearney
PRESIDENT & SENIOR INVESTMENT ADVISOR
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Recognized as S.W. Florida’s Premier Investment Advisor, Eric Kearney with Retirement Wealth Advisors LLC has been helping clients reach and maintain their financial goals since 2001. As a trusted advisor, Eric takes a comprehensive approach with his clients and assists them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make. He also helps to create and execute a sophisticated portfolio, as well as a tax and estate plan that guides them throughout retirement. Eric continues to educate himself to stay at the forefront of planning and investments for his clients. Eric has a television show on Saturday mornings on CW and on Sunday mornings on ABC, as well as a radio show on 92.5 Fox News. He continues to write and educate people on his blog at www.erickearneyblog.com and currently teaches a wealth management course titled Rejuvenate Your Retirement and Foundation for Retirement at both FSW and FGCU to successful pre and post retirees.
Joseph Lanza
INVESTMENT ADVISOR REPRESENTATIVE
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Joseph arrived at Retirement Wealth Advisors in 2017, his passion for finance and helping others has grown since. Joseph earned his Associates Degree while graduating high school at the same time and graduated from Florida Gulf Coast University with a bachelor of finance and a concentration in financial services. Joseph currently holds his Series 65 securities license and is working on becoming a Certified Financial Planner.
Autumn Foster
EXECUTIVE ASSISTANT, CLIENT LIAISON
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Autumn has spent over 12 years in the marketing industry before arriving at Retirement Wealth Advisors. “I love interacting with our clients. Whether I am helping them establish a relationship with our firm, transitioning over their accounts or troubleshooting an operational issue, there is never a dull moment. I also enjoy working and finding ways to improve efficiencies in our operations.” Autumn resides in Cape Coral, FL with her husband, two daughters, and great Dane. She loves giving to local animal shelters and has built multiple homes for Habitat for Humanity in her community.
Donna Krohn
CERTIFIED FINANCIAL PLANNER™
GLOBAL FINANCIAL PLANNING FELLOW,
BEHAVIORAL FINANCE ADVISOR™
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Donna has been working with financial advisors around the United States, United Kingdom, and Australia since 2013. She relocated to Southwest Florida in 2016. “My favorite aspects of my job is to put together the pieces of someone’s life so they can clearly see where they are today. It is tremendously satisfying to show people how their actions (big and small), even with mistakes and setbacks, have put them in a situation that is stronger than they could of imagined. Giving clients that peace of mind through planning and educating them on financial situation and options is core reason why I chose to be a Financial Planner.” Donna is a Certified Financial Planner®, Global Financial Planner (US), and a Behavioral Finance Advisor. The cross section of certifications across multiple disciplines in Financial Planning, allows Donna to take a thorough and dynamic approach to planning with individual clients. She remains active in these communities within financial planning, facilitating educational conferences, both domestically and abroad. Donna earned a Bachelor of Science Degree from Penn State University and holds a Certificate in Financial Planning from the Terry College of Business at the University of Georgia. Donna is also a Behavioral Finance Advisor which emphasizes a holistic approach to financial planning. Outside of professional pursuits, Donna loves to travel to locations where she can indulge her hobby of underwater photography. She lives in Southwest Florida with her significant other Jason and their family of rescued animals – Scotty, Sanibel, Sassafras and Skyler.