Erik Brown, Financial Adviser with Eagle Strategies LLC

Erik Brown, Financial Adviser with Eagle Strategies LLC Offering investment advisory services through Eagle Strategies LLC. At ten years old, I lost my father to lung cancer. Contact me today!

I am a CERTIFIED FINANCIAL PLANNER™ professional, a Financial Adviser with Eagle Strategies LLC, an Agent with New York Life Insurance Company and a Registered Representative offering securities through NYLIFE Securities LLC, A Licensed Insurance Agency (Member FINRA/SIPC)

Atrium II - South Tower, Suite 200 5455 Rings Rd Dublin, OH 43017, 614-793-2121

I decided a long, long time ago that I want

ed to be in the financial planning business and mapped out a course to do so. Seeing my mom go through that stressful time, concerned about getting through it emotionally and financially, made me want to go into a career like financial services. My own education is critical to my ability to offer the highest standard of planning to my clients. From The Fisher College of Business at The Ohio State University, I obtained my Bachelor’s degree in Finance in 2008 and my Executive Certificate in Financial Planning in 2013. My goal is to provide the best service experience possible and I would say say this is what differentiates me from others along with my commitment to my family, my career and my clients. I offer a variety of products and services to help you meet a number of insurance and financial needs. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My AR License Number is 10617207. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4owWIEj

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

06/01/2026
Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/49sBwJv

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

Address

Atrium II/South Tower, Suite 200 5455 Rings Road
Dublin, OH
43017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Erik Brown, Financial Adviser with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Erik Brown, Financial Adviser with Eagle Strategies LLC:

Shortcuts

Share

Category