Eric Douglas
Louisville, KY
Verified Identity
Founding Partner at
Family Wealth Planning Partners
Years of Experience
16 years
Number of Clients
200
Average Client Size
$325,000
Member Since
2023
Allow Me to Introduce Myself
Seeing the looks on clients’ faces when they realize that they are actually ready and prepared for retirement is easily the best part of my job. I’m naturally curious, so I ask lots of questions and put a lot of thought into the tailored plans I create for families. I’ve always had an innate underst...
Clientele
High Net Worth Individuals
New Investors
Business Owners
Surviving Spouses
Retirees
Real Estate Agents
Attorneys & Paralegals
Services Provided
Retirement Planning
Financial Planning
Investment Management
Insurance
Specialties and Expertise
Cash Flow Analysis
Retirement Income
Portfolio Construction
High Net Worth Planning
Endowments & Charities
Business Ownership Strategies
Tax Minimization Inv...
Credentials and Designations
Master of Business Administration
Click to learn more
Pricing Models
Flat FeeAUM
Education
Bellarmine University
MBA
Obtained in 2008
Bellarmine University
Bachelor's
Obtained in 2004
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment Advisory services offered through Family Wealth Planning Partners, LLC, an SEC registered investment advisor.
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Profile Last Updated: March 3, 2025