Investment advisory and asset management
A fee-based advisory relationship with fees based on assets under management. The firm says it primarily invests in publicly traded liquid assets.
Investment advisory and financial planning
A disciplined process for decisions about your wealth.
Sewickley Financial LLC works with clients to define goals and risk tolerance, then applies a research-led investment process and ongoing review.
Direction before decisions.
Goals · Risk · Review
01Fee-based advisory relationship
02Financial planning may accompany advisory services or stand alone
03Founded by Eric Carlson in 2014
What the firm doesAdvice, planning, research
Services
Advice built around goals, risk, and process.
Sewickley Financial LLC brings investment advisory work, financial planning, and portfolio monitoring into one clear relationship.
Financial planning
Planning may accompany an advisory relationship. Sewickley Financial LLC also describes financial planning as available without an advisory relationship.
Investment research and portfolio monitoring
The published process monitors asset classes and ranked watch lists across sectors, ETFs, and equities, with transaction costs and taxes considered when holdings change.
How it begins
A clear start, then an ongoing conversation.
The published client process begins by deciding whether working together makes sense.
Read the full process-
Introductory meeting
The first meeting is mutual. The prospective client and Sewickley Financial LLC consider fit before either decides to proceed.
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Goals and risk tolerance
The relationship starts with a definition of the client's goals and individual tolerance for investment risk.
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Planning when appropriate
A financial plan may be developed as part of the process, based on the client's circumstances.
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Ongoing reviews
Review meetings continue after the initial work, creating a regular point to revisit goals, plans, and the advisory relationship.
Founder and firm
A focused advisory relationship.
Sewickley Financial LLC is a registered investment advisory company founded by Eric N Carlson. Eric founded Sewickley Financial in 2014. The firm's published approach centers on client goals, individual risk tolerance, and a consistent investment process.
About Eric Carlson and the firmBefore you call
Useful questions, plainly answered.
These answers summarize information published by Sewickley Financial LLC.
What happens in the first meeting?
It is a mutual introductory meeting. You and the firm can discuss your situation and decide whether working together makes sense.
Is financial planning available without asset management?
Yes. The firm describes financial planning as available with advisory services and also without an advisory relationship.
How does the firm approach portfolio research?
The published process includes asset-class monitoring and ranked watch lists for sectors, ETFs, and equities. It also considers transaction costs and taxes when changing existing holdings.
How can I schedule a conversation?
Call 412-440-8434 or email info@sewickleyfinancial.com. Please do not include sensitive information in email.
Start with a conversation.
Call or email Sewickley Financial LLC to discuss whether working together makes sense.
Please do not send sensitive information by email.