Eric Felsenfeld is an accomplished financial services executive who draws upon close to two decades of experience in financial planning, estate planning, investment management, and tax efficiency, among other areas. Since 2009, he has served as a managing partner with Liberty Wealth Management LLC. To augment his work, Eric Felsenfeld is a member of the Financial Advocacy Network.

The Financial Advocacy Network (FAN) is dedicated to support the growth of financial advisors, and brings together professionals to enable them to grow in their careers. FAN offers its advisors support with strategic acquisitions, as the network believes acquisitions provide an excellent opportunity for advisors to expand their enterprises. Support is aimed at helping advisors not only become successful in their acquisitions, but also tap into the most profitable opportunities.

By partnering with FAN’s Strategic Acquisitions team, financial advisors receive due diligence and negotiation support. Some of the acquisition services provided include deal structuring, where FAN helps members identify the deals that are the best fit with their business goals. In addition, FAN helps in the preparation of financial modeling as well as business valuation to allow advisors to have a better understanding of deal structures.

FAN also matches buyers and sellers to enable them to engage with prospective partners. Key information about potential sellers and buyers is collected and made available. Finally, the Financial Advocacy Network also provides acquisition loan capital to support members that need financial assistance to successfully complete their acquisitions.