About Eric Berner, Partner - Rock Castle Wealth Advisors
Eric Berner, a Partner at Rock Castle Wealth Advisors, is well-known for his attentive and personalized approach to financial advising. Clients appreciate his detailed understanding of their financial goals and his commitment to keeping them informed about their options. Many have been with him for years, noting that he takes a genuine interest in their futures and fosters a friendly relationship. With his expertise, Eric helps clients clarify, plan, and achieve their financial needs, consistently exceeding their expectations as a trusted advisor. His dedication and kindness have led to strong recommendations from satisfied clients, making him a sought-after resource for retirement financial needs. Eric provides top-notch customer service and financial counsel, going above and beyond to ensure he meets the right level of service for his clients. His long-term clients express peace of mind knowing he works hard to ensure their money is growing and working for them, guiding them with any concerns and providing information for success in retirement and beyond.
I have had Eric as my financial advisor for over 18 years. He has helped with big picture planning ever since I divorced after 27 yrs of marriage. I believe Eric has my best interests at heart, is super competent, personable, available for consults and answers to questions whenever needed and I trust him completely and recommend him.
Eric goes above and beyond to ensure he knows your financial goals and the best way to help you achieve them. He is thorough, communicative, and knowledgeable. Eric genuinely seems to love what he does.
Eric provides top-notch customer service and financial counsel. He goes above and beyond to ensure he’s providing the right level of service to his clients even so far as asking for and wanting honest feedback during his annual meetings.