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Eric Scruggs | Financial Advisor

Profile img for Eric Scruggs, financial advisor at Hark Financial Planning, LLC
Stoneham, MA
Eric Scruggs
Financial Advisor
Financial Planner, Founder at
Hark Financial Planning, LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I provide Financial Planning for Attorneys and their families. I focus on helping clients get a handle on their current finances, clarify their values as they relate to money, and free up time to focus on what matters most. I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start0up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills.
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Specialties and Expertise

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Cash Flow Analysis
Debt Management
Tax Preparation
Tax Minimization Investment Strategies
College Planning
Portfolio Construction
Philanthropic Planning and Giving
High Net Worth Planning

Clientele

4
Attorneys & Paralegals
Partners at Law Firms
Business Owners
Corporate Executives

Credentials and Designations

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Certified Financial Planner™

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Enrolled Agent

Education

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University of North Carolina at Chapel HillMaster of Business Administration, Investment Management and Corporate Finance ConcentrationsYear Obtained: 2016
College of William and MaryBachelor of Arts, Economics and GovernmentYear Obtained: 2009
Quick Facts About Eric
Years of Experience:11 yearsMember since:2023Average Account Size:$330,000Number of clients:10

Services Provided

How I help my clients

Financial Planning

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Tax Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
Hourly Fee

Proof of License

SEC Profile
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Stoneham, MA
Eric Scruggs
Financial Advisor
Financial Planner, Founder at
Hark Financial Planning, LLC
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Advisor Disclosure
Hark Financial Planning, LLC (“HFP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Hark Financial Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. HFP does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall HFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if HFP or a HFP authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Profile last updated: 02-08-2025
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