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As co-founder and managing director of Provenance Wealth Advisors (PWA), Eric Zeitlin has developed an exceptional process of integrating holistic financial planning solutions through a teamwork approach that leverages estate planning strategies and wealth preservation techniques. His extensive knowledge and diverse experience of wealth management, business succession, estate structuring and multi-generational planning has enabled clients to accumulate wealth, protect against risk and create a legacy.

Through a premier level of service involving trust, empathy and careful listening, Eric has developed many long-lasting, valued relationships. With a deep insight of his high-net worth clients’ unique circumstances and ultimate goals, he has helped business owners and entrepreneurs understand their financial challenges while presenting strategic, viable solutions to reach their business, investment and planning goals. He specializes in navigating complicated business and estate structures.

Eric studied at the University of Florida and earned a Bachelor of Science in Business Administration. He began his financial career with Cigna Financial Services and Sagemark Consulting. After which he successfully established, Provenance Wealth Advisors, a CPA-affiliated financial planning firm that started in South Florida and has since expanded to West Palm Beach, Sarasota, Cincinnati and New York. Under his leadership, the firm has accumulated more than $2 billion* in assets under advisement and has a collaborative team that is continuously focused on the client’s success.