Eric Hutchby, CEPA®, CRPC®
Managing Partner, Accurate Advisory Charlotte
As Managing Partner of Accurate Advisory’s Charlotte office, Eric is a trusted advisor to high net worth families, high income executives, business owners and multi-generational families, specializing in wealth strategies that preserve and grow wealth. He works directly with all families to build, harvest and preserve wealth. His expertise ensures that clients have a clear, strategic roadmap for accumulating, managing and transitioning wealth with confidence.
Prior to joining Accurate Advisory, Eric was a Senior Director at Choreo, a national investment advisor, that was the combination of several national CPA firm’s wealth management affiliate’s. Including GreerWalker Wealth (an affiliate of GreerWalker LLP, a leading CPA and business advisory firm), where Eric was the Managing Partner.
I’ve had the pleasure of first hand knowledge of seeing and being a part of how some of the nation’s most successful families structure their estate plan, retirement income planning, income tax planning and business exit strategies. His planning is designed focused on you, with income tax planning and estate planning preparation at the forefront.
Eric and his wife’s primary residence is in Mooresville, NC. He enjoys time on the water, saltwater fishing and being with friends and family.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS:
· CEPA® & CRPC®: Certified Exit Planning Advisor and Chartered Retirement Planning Counselor
· YMCA Charlotte Association’s Foundation Board
· Lowe’s YMCA Board of Advisors
EDUCATION:
· B.S., Business Administration and Finance/Statistics, Appalachian State University
· College of Financial Planning