Eric Berner, Partner - Rock Castle Wealth Advisors

My husband and I have been with Eric for many years. After many other company's he is the first to take a personal interest in us and our future. I would highly recommend Eric Berner to anyone I know and love. Thank you, Eric, for all your kindness and expertise! Tina
Feb 24th, 2024

We have been a client of Eric for many years and appreciate his attention to details. We know he understands what we are looking for and helps us move towards our financial goals, while keeping us informed of our options. We consider Eric to be a friend and will continue to use him for all our retirement financial needs.
Feb 10th, 2024

BTW....this post is longgg overdue. Eric has been my advisor for several years now. i look forward to my annual face to face meetings, and i love the fact i can reach out to him at any given time in between. Even though the money he manages for me is probably on a smaller scale than most of his clients, i can tell you now, he treats me like i have billions, and genuinely goes out of his way to make sure i comprehend the state of my money, the direction i need to go, and discusses with me any and all options i might want to explore. Eric is the real deal, and i would refer him, and do, to others.
Oct 29th, 2023

I highly recommend Eric Berner to anyone in search of a trusted and respected advisor that will teach YOU how to clarify, plan, and further discover your families financial needs, and goals - your way. Eric goes far above what we were expecting from a "planner" to rockstar advisor.
Oct 18th, 2023

I have been working with Eric Berner now for over 5 yrs. His commitment to our best interest has always been shown by his follow up and professionalism has always been top notch. I would recommend him and Rock Castle to anyone seeking financial advice! He is a great asset. Thanks Eric!!!
Sep 8th, 2023