Eric D. Wellons, co-founder and financial advisor with George Wealth Group, is passionate about being an advocate for his clients’ financial goals. He believes his purpose is to help them be the best steward of their wealth, and to use this wealth not as the endgame, but as a conduit for a more fulfilling life. Through financial planning strategies that incorporate investment, tax, gifting, and estate planning, Eric helps maximize his clients’ impact now and the legacy they leave later.
He and Jeremy established their firm to provide independent concierge level service to families and small businesses in a clear, no nonsense way. They proactively look out for their clients’ best interests.
Eric is from Washington State, but relocated to Tennessee in 2012, and currently resides in Franklin with his wife Ashley, son Tanner, daughter Allie, and their dog Rizzo.