Our goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. A second set of eyes on your financial future is always a good idea. If you want an experienced financial team to review your portfolio and financial needs, we urge you to call us at (239) 471-0461 for a complimentary evaluation. We look forward to hearing from you.
Eric Kearney, President and Senior Investment Advisor of Retirement Wealth Advisors LLC, has been serving affluent clients since 2001. As an experienced advisor, Eric utilizes a panoramic approach to retirement planning, income strategies and assisting his clients in achieving their financial goals. Through education, he navigates his clients through all of the financial decisions in the various stages of retirement. He also helps create and execute customized portfolios, design tax strategies and real estate plans that guide his clients all throughout their successful retirement.
Eric persists to educate himself, staying at the forefront of long-term retirement planning and investments in order to better serve his clients. Eric is a fiduciary, holds a Series 65 securities license as well as a Life and Health Insurance license.
Eric has co-authored a book with Steve Forbes entitled Successonamics, has written articles for Fortune magazine, and was interviewed for The Suit magazine. His weekly radio show WealthWorx Radio can be heard on 92.5 FOX, and his weekly TV show Retirement Talk with Eric Kearney can also be seen on FOX4 and CW. Eric continues to educate the community on his blog, www.erickearneyblog.com and has been teaching a wealth management course titled Foundation for Retirement at both Florida Southwestern and Florida Gulf Coast University for pre and post- retirees for over 10 years. Eric has always believed in educating investors and continues to educate his current clients all throughout their retirement.
Growing up in the tax and financial services business with his mother, Eric continues to pioneer sophisticated strategies that help protect his clients from volatile and risky financial markets while helping them grow their net worth. He will challenge your status quo, call it like he sees it, all in his laid-back manner. Eric has been an advocate for his client’s best interest since day one.
At Retirement Wealth Advisors LLC, we are committed to excellence in everything we do. Our goal is to exceed our client’s expectations every step of the way. As an independent financial planning firm, we are not tied to any investment and can properly decide what is appropriate for the client through the entire financial planning process. Furthermore, we are fiduciaries, which means we are required by law and by license to act in our clients’ best interest. Our independence and fiduciary responsibility are vital in delivering objective, unbiased recommendations for the affluent client base that we serve.
Finally, Eric is a horrible golfer, a better boater and believes in giving back to the community. As an avid animal lover and pet owner to a 3-year-old Border Terrier, Bruno, Eric supports the Humane Society, donating over 3,000 pounds of pet food each year.
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.
Amy has been working as an independent advisor since 2001. Since day one, she has been a Fiduciary advisor, putting her clients’ needs first. Amy is actively involved in all aspects of pre and post retirement including creating customized plans, estate planning, portfolio development, and investment analysis. Amy is especially fond of helping women create the retirement they deserve, particularly those who are transitioning after divorce or the loss of a spouse. Amy lives in Raleigh, NC and splits her time between Retirement Wealth Advisors Raleigh and Cape Coral offices. She is an avid supporter of the boys and girls club of Raleigh where she developed and conducts the Bracelet project, an entrepreneurship program targeted to tween girls. Amy earned her Master degree of business in 1991. She also holds a series 65 securities license and a life and health license in North Carolina and Florida.
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 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 as well as being a Certified Financial Planner Candidate. Donna is also a Behavioral Finance Advisor which emphasizes a holistic approach to financial planning.
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 is currently enrolled at Florida Gulf Coast University where he will obtain his Bachelor of Finance in the fall of 2021. Joseph is also currently working on his series 65 security license as well as becoming a Chartered Financial Analyst.