As a CERTIFIED FINANCIAL PLANNER™ and financial advisor through LPL Financial, Eric Birch helps individuals and small business owners pursue their financial goals through personalized advice that is tailored to their specific wants and needs. By providing a comprehensive financial plan and personalized customer service, Eric is able to provide advice pertaining to a wide range of topics based on each client’s unique situation. Eric believes having a plan in place allows for clarity when looking at recommendations with clients, as well as a sense of confidence in times of market volatility.
Eric specializes in financial planning, retirement planning, income planning, college planning and insurance. He takes pride in his honest, no-pressure approach as he focuses on helping his clients work toward their long-term financial goals. Additionally, he offers flexibility with his clients, traveling to meet with them where convenient.
Prior to joining Capstone Wealth Management, Eric worked at J.P. Morgan for nine years. In his most recent position, Eric was a Private Client Advisor, where he worked with high net worth individuals.
Eric received his Bachelor of Arts degree in Economics with a Business Cognate, as well as a Bachelor of Arts degree in Political Science Pre-Law, both from Michigan State University. He completed his CERTIFIED FINANCIAL PLANNER™ certification through Northwestern University. He holds his FINRA Series 6, 7, 63 and 66 securities registrations with LPL Financial.
In his spare time, Eric enjoys spending time with his wife Nicole and their three sons, Easton, Emmett and Edison.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.