We are a wealth planning firm based in Louisville Kentucky. We founded the firm based on the belief that the more informed and educated a client is about all financial matters the more likely the client is to make better financial decisions, better financial decisions lead to better results.
Eric Douglas is a Louisville native through and through. Born and raised here, he also attended Bellarmine University where he received both his Bachelor’s Degree in Communications and English and a Master’s Degree in Business Administration. The bulk of Eric’s professional experience thus far has been working with advisors throughout the country as an educator and valued consultant. He has used his extensive knowledge of fee-based products and solutions to travel the country speaking with firms about ways to best implement these types of solutions into their clients’ portfolios, potentially saving them thousands of dollars on average and helping to improve the quality of their lives. A long-held desire to switch sides of the table and work directly with clients himself to implement some of these ideas has led Eric to Family Wealth Planning Partners.
Eric enjoys spending time with his wife Sarah raising their 3 children together. Active members of St. Michael Church, he’s a regular coach of numerous youth sports his children participate in, and volunteers his time regularly. Other hobbies include training for the PGA Senior Tour, putting up way too Christmas lights in December, and learning the ins and outs of becoming a “Dance Dad.”
Eric holds his NASD Series 7, 66, 6, 63, 26, as well as his Life and Health Insurance License in numerous states.