Eric
Furey

Accretive Wealth Partners, LLC

CRD#5584107
Investment Advisor
in Parsippany, NJ

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About this Advisor

Eric Furey is a financial advisor based in Parsippany, New Jersey, working with Accretive Wealth Partners, LLC. Eric has previously held positions at Regent Atlantic and Accretive Wealth Partners, LLC. Eric has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Eric is part of Accretive Wealth Partners, LLC, which operates out of Parsippany, New Jersey. The firm has 3 employees and manages assets totaling $323.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Accretive Wealth Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Gatehall Drive Suite 207
Parsippany, NJ 07054

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Accretive Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$323,242,329

NJ Average: $10,121,009,343
Total Number of Employees

3

NJ Average: 92
Total Number of Accounts

568

NJ Average: 6,978
Average Account Size

$569,089

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Eric Furey Work History

2018 - Present (6 years)

Accretive Wealth Partners, LLC

2008 - 2018 (10 years)

Regent Atlantic

Disclosures

Please visit the SEC profile of Eric Furey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Accretive Wealth Partners, LLC

Gary Ribe
Parsippany, NJ
Stephen Esposito
Parsippany, NJ
Eric Furey
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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