MARGIN Wealth Management - Denver, Colorado

Chris L.

Eric has been a friend, business guide, and confidante for my wife and I in shaping our financial future for the last 11 years. He is focused on motivating us to reach our financial goals, he is transparent/honest about how he get's paid, and most importantly he looks out for our best interest when suggesting investment advice. I have recommended Margin to close friends/family, and will continue to do so.

Brian T.

I have known Eric personally and professionally for several years. We have always had this intense ability to discuss business, finance, strategies, leadership experiences, cooking, life balance ... the list goes on.

I’ve been an entrepreneur quite honestly since the age of 10 when I first realized the value of creating income opportunities where none really existed (at least at age 10 – not old enough to get a formal job) and managing your own destiny by creating opportunities. I did not know it back then, but that lesson stayed with me to this day and drives me on a daily basis.

I have been blessed to manage and run a successful technology service firm for the last 19 years. We have always worked hard (crazy long hours and being on call 24 x 7 every day) but the company produced a comfortable lifestyle. I was happy with the yearly results and did not realize that I should be planning for an exit strategy. I was 35+ years into my “career” but I was blinded by the daily activities to really think about stepping away from what I love doing so I could share and enjoy the blessings of my active work life with my Family.

After all, they had endured the craziness of my hectic work schedules, business trips, missed Family events, special moments, critical life events...etc. During one of our many “business” talks, Eric asked me a simple question that had a prolific effect on my thinking. Eric asked, “What is your Exit Strategy?” To be honest I had some canned answers, but once we stepped through those canned answers, I realized (with panic) I really did not have a plan. Eric realized this and was very comfortable navigating this frightening topic. We spent time together implementing measurable, achievable objectives to change the course of my glacier bound business entity. He understood that habits are hard to break and change often causes great discomfort. He assured me and demonstrated incremental changes that were needed to achieve my goal of retiring in 10 years.

Eric was able to put in place the right resources, experts and recommend strategies that were consistent and measurable to change my path. He was right especially when my “habits” had a 19-year proven track record. But I’ve learned that Eric was right, true growth and potential is achieved when your forced out of your familiar comfort zone.

Over the last 4 years of working with Eric, our company and personal trajectory has changed to level I never considered in the past. Without Eric’s consistent mentoring, advice, review and constantly holding me accountable to the objectives we established, I can honestly say I would have continued down the path that left me working until the end of my days. I want to enjoy some of the fruits of all those years of hard work and sacrifice with my Family. Eric continues to work with me to leave a legacy for my family.

What I want to leave anyone considering working with Eric is a resounding YES. He has been an invaluable resource because of his comprehension of the full financial landscape not just investments but taxes, retirement planning, accounting, leadership principals and professional development. In my experiences, I’ve worked with individuals and companies that were great at one vertical or another, but none were able to offer the breadth and width of Honest Margin’s services. Eric is down to earth, walks the talk and has the most amazing, easy to understand analogies to help anyone understand completely what he is recommending and why!

As Eric states in his blogs and podcast (if you have not checked them out, I recommend you do) I’m looking forward to sitting with Eric at his “white-table clothed table” and enjoying some of our farm fresh yield and talking about our memories and how we can better serve our community so more people can share a table with us.

J D.

Hello everyone. I never have done this before. So bear with me.

I live in El Paso and heard of him through a family friend. Before I hooked with Eric, I literally did a background check and all. I paid for the service to do an extensive search. Why? All of our life savings about to converted over. Last thing we wanted is our names appearing in the show American Greed.

After some talk back and forth, I hooked up with Eric around 2018.

I remember like yesterday the following stood out and saved me:

First meeting he suggested we save 3-4 months as an emergency back up for medical, etc.

Later in 2019, my employer downsized. Emergency money came in handy. He went out his way to hook me with a professional resume person. He paid everything and sent me books. He followed up with me with me outside the standard meetings to make sure we're doing okay.

Around 2020, Sara came on board and saved me headaches doing taxes. Many years, I have been doing them myself through turbotax. She was amazing last year saved me thousands from a settlement case.

I am going to describe them as opposite of the VA family. If you are not with familar with the VA system, veteran is a number when treated.

It is extremely rare one gets personalized service today's world. You get virtual service, someone from India, someone from Mars, etc.

They are like your own personal chefs. You can bet they are going to give you best service and best advice. They will die trying to give you best results for your retirement.

My relationship with them is priceless. They understand my needs and future concerns.

I am very lucky to have them part of my life knowing our future is in their hands with best interest.

Jose Del Rasso
USMC

Marc S.

I have used the services of this company while I was self employed with 4 employees and also when I had 30+ employees in over a dozen states. The unique perspective that Eric has as well as the fair flat rates make using Margin a no brainer. If you’re looking to grow your business and your wealth, look no further. Margin has helped me in more ways than I can articulate.

Joshua H.

I have been with this team for just under a year. They are responsive to questions, creative, and comprehensive. Their model allows for personalized engagement when you have an issue, and slow times for when your business is humming smoothly. They've also gone above and beyond taking care of my family's investments outside of my personal needs. It's an interesting model - flat rate investing/accounting - and I suspect that most people will be able to achieve their financial goals more smoothly with assistance from a program like this one.