PKS Investment Advisors LLC is pleased to announce Eric A. Norberg, CPA, CFA, CFP® has joined the firm as an Investment Advisor in our Lewes, DE office. Eric received his undergraduate degree from the University of Maryland, and his Masters of Science degree in Taxation from Georgetown University. He is a Certified Public Accountant, Chartered Financial Analyst and Certified Financial Planner®.
Eric brings over 35 years of experience in the accounting, tax and investment arena and most recently owned his own firm in Millersville, MD. He uses his extensive experience and knowledge to provide personal financial planning services for individual and business clients regarding income tax matters, investment strategy design and implementation, risk management, retirement planning and estate planning.
Eric and his wife Catherine are excited to be new residents of Lewes, DE and look forward to getting involved in the community.
PKS Investment Advisors LLC is an independent investment advisor and financial planning firm with offices in Salisbury, Ocean City and Lewes – specializing in estate planning, retirement planning, wealth management, investment strategies, business planning, 401k plans, fiduciary services and tax management through PKS & Company, P.A.
For more information or to request a consultation call 1-800-274-2564