Erich Holmes

Erich R. Holmes, CFP®, CEPA
Managing Director - Business Transition Advisory

600 Superior Ave. E.

Suite 1300,

Cleveland, OH 44114-2600

About me

Background

Erich Homes is a Managing Director for the Strategic Client Group, guiding business owners through the different elements of a transition planning process. With a focus on their goals and objectives, he works with business owners, from pre- through post-transition planning, while collaborating with specialists to create a transition strategy and plan for the future.

Erich previously served as a senior manager for Ernst & Young LLP’s private client services practice, focusing on income tax planning, wealth transfer planning, retirement planning, and financial planning services for family business owners, corporate executives, and other high-net-worth individuals. Prior to joining Ernst & Young, he spent six years at a regional accounting firm providing income tax compliance services for individuals, partnerships, S-corporations, and C-corporations.

He is a federally authorized tax practitioner, licensed as an enrolled agent (EA), a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a Certified Exit Planning Advisor® (CEPA®).

Education

Bachelor of Arts
University of Mount Union 2002 2006

Personal Interests

Erich earned a bachelor’s in accounting from Mount Union College and earned his executive certificate in financial planning from The Ohio State University. He's a native of Cleveland, OH, where he serves as a board member of the United Way of Medina County. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}