Beyond his professional achievements, Eric lives in Austin, TX with his wife, Allyson, and their two children, Merritt (17) and Beau (15). In his spare time, Eric enjoys exercising, binging on sports documentaries and hunting for Redfish on the Texas coast.
Wealth Advisor
Eric Lane
Helping clients build, preserve, and transition wealth with confidence.
With 27 years of experience in wealth management, Eric Lane has built a distinguished career as both a financial advisor and industry leader. As a Wealth Advisor, he is dedicated to guiding individuals, families, and business owners through the complexities of investment management, retirement planning, estate strategies and tax planning. His approach is rooted in a deep understanding of financial markets, a commitment to client success, and a passion for service.
Eric began his career as a Fixed Income Portfolio Manager, overseeing $30 Billion in client assets before transitioning into leadership roles at top financial institutions, including Dimensional Fund Advisors and Hartford Mutual Funds. Most recently, he served as a Senior Wealth Advisor and Partner at 4LIFE Wealth Advisors. With a background in portfolio management and as a consultant to top financial advisors nationwide, Eric brings a uniquely well-rounded perspective to wealth management. This experience helps him offer clients a more informed, strategic approach to achieving their financial goals.
Eric holds an MBA in Finance from the Bauer School of Business at the University of Houston and a B.S. from Trinity University. He is also a Certified Financial Planner™ (CFP®)
Eric believes that financial planning is more than just numbers-it's about empowering clients to make informed decisions and achieve their long-term goals.