Eric P. Wilby, Principal
Eric is the principal at Ascent Wealth Management, LLC an investment advisory firm that is located in Allentown PA and focuses primarily on individual families transitioning from working for their retirement savings to having their retirement savings work for them. Eric is affiliated with LPL Financial. Ascent Wealth Management, LLC also has clients in the non-profit, qualified retirement plans, trust and institutional categories.
Eric has a goal of eventually climbing a significant mountain and believes the struggle of achieving a difficult task like the peak of a challenging mountain is similar to that of saving enough to retire comfortably. This idea was the genesis of Ascent Wealth Management and drives our team to helping every family and organization we work with toward reaching their own financial summits.
When Eric is not with clients, he is actively participating with his two children in youth sports and school activities or is on an outdoor adventure. Outside of work and family, he is active in several community organizations and is currently Secretary for the Little Lehigh chapter of Trout Unlimited and a member of the Breinigsville VFW, Topton Legion, St. Joseph’s the Worker Parish, Kutztown University Alumni Assoc., Lehigh River Stocking Association, past president of the Allentown chapter of SERTOMA, past board member of Kutztown University Student Services and past board member of Boy Scouts Minsi Trail.
Previous financial industry experience includes working in the business banking and private client groups with Merrill Lynch from 1999-2002, independent financial consultant with a family owned broker dealer from 2002-2013, and principal at Ascent Wealth LLC. from 2013 to present.
Military service from 1991-1995 as Psychological Operations Tactical Team Sgt. with airborne and Russian language training at Defense Language Institute Monterey, CA . Peace time missions in Germany and Russia as well as combat deployments to Somalia and Haiti.