Sewickley Financial LLC
Sewickley Financial LLC (“SFLLC”) is a Registered Investment Advisory company founded by Eric N Carlson. SFLLC’s advisory business is 100% fee-based and we accept only advisory fees for Assets Under Management ("AUM"). We do not accept commissions, brokerage fees, or other incentives associated with our clients' accounts. SFLLC’s fee structure is intentionally transparent and...
Eric Carlson – Founder
https://youtu.be/P08LpzJJXWo Eric founded Sewickley Financial in 2014. He has worked in the financial services industry for over 19 years. Over those years Eric developed and practiced the investment discipline that he employs with clients today. Eric interned at a national brokerage in 1987. He graduated from Iowa State University in 1993 with his Bachelor of...
Investment Philosophy
https://www.youtube.com/watch?v=ma1VKZoTA_4 At Sewickley Financial, we believe investors are better served investing more like a business and less like a broker. And so we work with our clients to invest more like a business. So what does that mean? Invest like a Business It means getting to know a financial instrument, an industry, a company,...
Brochures & Disclosures
This website is for informational purposes only and is not intended to represent a complete description of our investment performance or services. There are no warranties, expressed or implied, as to completeness, timeliness, or accuracy of information presented on this or any "linked" website. The material contained on this site is exclusively for your private...