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Erich Holmes

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

600 Superior Ave. E.

Suite 1300,

Cleveland, OH 44114-2600

Erich.Holmes@Truist.com

Phone 216-534-7315

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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

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