Erik Ford Five Star Wealth Manager
2Q 2021 Investor Letter
1Q 2021 Investor Letter
4Q 2020 Investor Letter
3Q 2020 Investor Letter
Articles by Erik Ford
Fixed Income, No Income
A Valuable Gift for Life
What is ESG Investing?
Are Annuities for You?
Should You Use an Advisor?
Active or Passive?
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Our first priority is helping you take care of yourself and your family. We want to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We want to bring our experience and training fully to our clients. Long-term relationships that encourage open and honest communication have been the underpinning of our work and partnership with our clients.
In additional to information about our firm, our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Ford Wealth Management is an independent financial services firm committed to the long-term financial success of its clients. We partner with individuals and families to design and implement customized investment, financial and wealth plans. We advise in divorces, providing needed advise during sometimes stressful situations with compassion. We also work with businesses and not-for-profits to identify and implement strategies for their qualified plan (e.g. 401(k)) and investment needs.
We encourage you to explore our site and learn more about our staff and the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (630) 545-2800. We look forward to hearing from you.
We do not utilize a fixed menu of solutions. Each situation is personal and unique. We believe that and we tailor our solutions to the client and their needs.
Simply stated, our mission is You. You and your situation addressed with Independence, Integrity and Insight.
Integrity, Independence, Insight. We believe values matter, and we live by ours every day.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.