Our team at Erpelding Wealth Management provides clients with a customized plan that guides you from your working years through retirement. We make sense of all the pieces to your financial landscape to deliver an objective and transparent plan. Our team specializes in working with clients who are approaching or already in retirement. We understand this is a time of great excitement but also uncertainty in our client's lives. Our goal is to eliminate this fear and provide utmost clarity for you and your family in order to give you confidence in your retirement.

You've spent your working years saving, investing and trying to do all of the right things. Now it's time to put it all together and create strategies to optimize what you've worked so hard to create. Most of our clients have many of the same questions:

  • "How do I recreate a paycheck when I stop working?"
  • "When should I claim my Social Security benefits?"
  • "What impact will retirement distributions have on my taxes?"
  • "How does my investment strategy need to change?"

Our team can help you determine what strategies will give you the best outcomes for your retirement and protect against what can go wrong. We would love to share more about our process and approach to planning. Contact Erpelding Wealth Management using the link on the right side of the page to get started.


Financial Times Top Advisors of 2019 Barron's 2019 Top 1,200 Financial Advisors

Michael Erpelding recognized as a top advisor for 2019. - His dedication and passion for putting clients first and helping them live the life they want has made him a top financial advisor in the industry. Congratulations!

The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
Barron’s logo reprinted with permission of Barron’s.

Michael M Erpelding, CLU®, ChFC®, RICP®
Wealth Management Advisor


Erpelding Wealth Management

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