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70 West Long Lake Road, Suite 114, Troy, MI 48098

810-625-1145
eric.ratliff@lpl.com
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The financial advisor experience that everyone should have.

It's time you felt valued by an advisor.

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Proud Recipient of the Five Star Wealth Manager Award — 2025

Eric Ratliff

Pro-active communication.

Stop wondering what your advisor thinks about the market, your retirement, or your goals. You'll hear from me.

Making the complex simple.

Get simple explanations for complex situations. People have a lot to worry about. I'll help you with simple steps and hands-on guidance.

Custom plans for each client.

Everyone has a different life with different goals. Each piece of a financial plan or investment decision is made custom to your exact situation. No cookie-cutter plans or products.

It’s time you felt valued by an advisor.

Over the years, large financial firms have pushed advisors to grow more assets by gaining more clients. This strategy can only work for so long until something breaks. The advisor grows frustrated with ever-increasing responsibilities while existing clients feel more and more undervalued. It’s time that changed.

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valued by advisor
Eric Ratliff

Eric S. Ratliff, CFP®

I’m Eric, a CERTIFIED FINANCIAL PLANNER® and Independent Financial Advisor.

My childhood experiences sparked my curiosity with money. Two decades of professional experience shaped my vision – to provide a financial advisor experience centered around you, not the other way around.

In May of 2022 I left a large bank to become an Independent Financial Advisor. My goal is to provide confidence in your strategy which we will develop together. I will do this by limiting the number of clients I serve so I can provide you with more time and accessibility in person or remote, a broader product base, best-in-class money managers along with detailed advice and strategies in all aspects of your financial plan.

One of the things that sets Eric apart from other Financial Advisors is his commitment to building long-term relationships with his clients. He takes the time to get to know his clients personally, and he is always available to answer their questions and address their concerns. He is patient, attentive, and genuinely cares about helping his clients achieve their financial goals.

Kevin S.

This statement is a testimonial by a client of the financial professional as of 03/17/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial
Eric Ratliff has been my financial advisor for the past 12 years. In that time, he has provided and implemented strategies in many areas to help pursue my short- and long-term financial goals. At the end of the day, I know Eric will always be available when I need help.


Brian C.

This statement is a testimonial by a client of the financial professional as of 05/01/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial
My spouse and I have been working with Eric for more than 10 years. We (and our investments) have followed him as he moved from one company to another and now to LPL Financial. That’s how much we trust and believe in him. He is extremely knowledgeable and has been there for all of our planning needs. I have recommended him to a number of my closest friends. He is honest, reliable and a great communicator.


Michele D. - Retired / Healthcare

This statement is a testimonial by a client of the financial professional as of 11/19/24. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial
We met Eric several years ago at his previous firm and immediately recognized his approach was different than others. His goal was to understand us, evident by the questions he asked and solutions he provided, without pushing his company's agenda or products. When he left to start his own business, our decision to follow was an easy one.




Charles & Lynn C

This statement is a testimonial by a client of the financial professional as of 05/30/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
I am very impressed with the personalized, professional service and advice given to me by Eric. He tailored everything specifically to suit my situation and future needs. I have know Eric for over 10 years and I feel very comfortable putting my finances in Erics care and for him to guide me in the right direction.

John I.

This statement is a testimonial by a client of the financial professional as of 11/14/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
valued by advisor

Get the advisor experience you want.

If you're looking for an advisor to pick up the phone when you call, design investment strategies and financial plans custom to you, and help you pursue the life you want, you're in the right place.

Schedule a meeting

It all starts with a meeting.

1

Contact Eric to
setup a meeting

We'll establish what you
want your life to look like.

2

Get a custom
plan for you

I'll build your financial plan
and investment strategies.

3

Implement and
adjust the plan

Together, we'll implement
the plan as you go.

4

Live the life you
want to

Confidently approach
each season of life.

Contact Eric to setup a meeting

Schedule a meeting