Osaic Wealth
47yrs
Top advisor by experience in Lewisburg
35yrs
Eric McDowell is a fiduciary financial advisor in Lewisburg, Pennsylvania, with 35 years in the industry. Eric joined ESI Financial Advisors in 2006, after a year at Equitable Advisors. ESI Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 22 advisors with offices in Lewisburg, and one of 17 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office23 N. Derr Drive Suite 1, Lewisburg, PA 17837
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – nowEquity Services, Inc.Current firm
- Oct 2005 – Nov 2006Equitable Advisors, LLCPreviously
Contact Eric
23 N. Derr Drive Suite 1Lewisburg, PA 17837Office · Get directions Firm main line(800) 344-7437Headquarters: ESI Financial Advisors · Montpelier, VT Firm websitewww.equity-services.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call ESI Financial Advisors at (800) 344-7437 and ask for Eric McDowell. Eric works from the Lewisburg, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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