Erika Greeney is the founder and CEO of Greeney Wealth, a boutique planning firm dedicated to providing clarity and confidence. With experience guiding families, couples, and individuals, Erika has built her practice on the belief that financial advice should be as personal and relationship-based as the lives it serves.
Her journey into financial services was shaped not only by professional training and licensing, but also by deeply personal experiences. As a mother of three daughters, and someone who has navigated life's unexpected turns, Erika understands the importance of having a financial partner who listens first, creates a clear plan, and stays by your side as life evolves.
At Greeney Wealth, Erika specializes in helping independent-minded clients align their portfolios and planning strategies with their goals. Whether guiding clients through retirement income, tax strategies, legacy planning, or everyday financial decisions, her approach balances technical expertise with warmth, clarity, and simplicity. Clients know her not just as their advisor, but as their advocate - someone committed to making complex decisions easier, and empowering them to move forward with confidence.
Beyond her advisory role, Erika is a community builder and educator. She regularly speaks on the importance of investing, the power of mindset in financial success, and the need for women to take an active role in wealth decisions. Whether through seminars, webinars, events, or one on one, her mission is to make money clear and help people see their finances as a tool to build the life they want.
Erika's clients often describe her as approachable, as well as deeply invested in their success. She blends modern strategies with timeless wisdom, always keeping the individual's values and goals at the heart of the plan.
For Erika, financial advising isn't just a profession. It is a calling to help others find clarity, confidence, and freedom in their wealth journey.