About Edgewood
Meet Eric Berlin
Throughout my career I’ve had the opportunity to help investors, small businesses, and large corporations navigate complex financial situations.
My background is unique in the world of wealth management. I’ve worked in commercial lending, private credit, and institutional hedge fund investing. This has allowed me to consult with hundreds of businesses across many industries. Through my experience, I’ve developed a deep appreciation for the role that proactive planning, risk management, and sound decision-making play in long-term success.
Today, I bring that perspective to Edgewood, helping clients evaluate opportunities, risks, and complicated trade-offs using the same analytical framework I developed throughout my career.
Let’s connect if you’re looking for a strategic wealth manager who is passionate about helping clients reach their financial goals.
Contact Eric:
Phone: 541-241-2127 | Email: eric@edgewood-wealth.com
Schedule a Meeting: Eric’s Calendar
Your Wealth Advisor
Get to Know Eric
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Wealth management allows me to combine a lifelong interest in investing with the opportunity to help people make thoughtful financial decisions. I enjoy partnering with clients over the long term and serving as a trusted advisor through some of life’s most critical decisions.
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My entire approach is built on relatively simple principles: think long-term, plan ahead, invest with discipline, and always put the client first. I strive to earn my clients’ trust every day through integrity, proactive communication, and an unwavering commitment to acting in their best interests.
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Clients generally have a vision for their future and what they want it to look like, but often, they’re not sure how to take the next step. I find it incredibly rewarding to help my clients translate their hard work into financial success.
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I’m drawn to activities that clear my mind and allow me to focus completely on the moment, like exploring an unfamiliar trail on my mountain bike or jamming to a new song on my guitar. But more than anything, I enjoy spending time with my wife, our two daughters, and our highly emotional lab mix.
The Edgewood Approach
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Proactive Planning
Our planning is strategic and anticipatory so that decisions are proactive instead of reactive.
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Evidence-Based Investing
Our investment process is driven by research, experience, and independent thinking.
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Long-term Thinking
Our strategies are designed for long-term wealth compounding and sustainable progress.
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Independent Advice
Our advice is independent and objective, centered around your financial goals and best interests.