Eric Felsenfeld
Smart Financial Solutions for Families, Professionals, and Entrepreneurs
Eric Felsenfeld is a veteran Rockville, Maryland, financial advisor who works with clients for Liberty Wealth Management LLC. A Member of FINRA and SIPC, he strives to maintain the highest levels of ethical and professional financial service.
Eric focuses on financial planning, investment planning, tax planning, retirement planning, estate planning, and charitable gift planning. His process is client-centered and holistic, making sure every financial plan is attainable and responsive to the specific needs and objectives of the individual or family.
Our Services
Explore Our Financial Expertise
Discover a comprehensive approach to wealth management, tailored to your goals and lifestyle. Eric Felsenfeld brings deep financial knowledge and real-world experience to every strategy—whether it’s retirement planning, investment management, or tax optimization.
Retirement Planning
Building a Retirement Plan That Supports Your Goals
Retirement planning should be as unique as your vision for the future. Eric Felsenfeld creates tailored retirement strategies designed to match your personal goals, lifestyle expectations, and financial priorities.
Investment Management
Smart Investing Strategies for Long-Term Growth
Smart investing is about more than chasing returns—it’s about building a strategy that lasts. Eric Felsenfeld designs investment plans tailored to your goals, timeline, and risk tolerance, with a focus on long-term performance and financial resilience.
Tax Planning Strategies
Proactive Tax Planning for Smarter Financial Outcomes
Effective tax planning goes beyond filing season—it’s a year-round strategy for preserving and growing your wealth. Through proactive analysis and tailored guidance, Eric Felsenfeld helps identify opportunities to reduce tax liability, enhance savings, and align every financial move with your broader goals.
Contact Us
Every strong financial future begins with a clear, customized plan. Eric Felsenfeld provides expert financial advice designed to help clients build wealth, reduce risk, and stay aligned with long-term goals. From strategic investment management to proactive retirement and tax planning, clients receive tailored solutions focused on clarity, performance, and measurable progress at every stage of life.