Eric Anthony, CFP®, ChFC®

Advisory Team
Eric Anthony
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Eric is part of the Advisory Team at One Charles Private Wealth, working with high-net-worth individuals and families across asset allocation, investment implementation, financial planning, and cash flow needs. He has a passion for helping people reach their goals and does this by gaining a robust understanding of clients’ needs, values, and challenges and providing thoughtful solutions.

Raised in the Phoenix area, he is a graduate of the University of Phoenix where he earned a Bachelor of Science in Business with a concentration in Finance. He is a Certified Financial Planner (CFP®) professional and Chartered Financial Consultant (ChFC®). An industry veteran, Eric spent eight years with the Vanguard Group prior to joining our firm. During his tenure he served as a manager of other advisors and worked directly with clients as a financial advisor responsible for portfolio construction and ongoing oversight of the financial planning process.

Primary Duties at One Charles Private Wealth

  • Facilitates tax, retirement, estate, and other wealth management strategies for our clients
  • Monitors our clients’ progress towards their specific financial goals
  • Liaises with our clients’ other advisors on wealth planning strategies