Eric J. Boyle, M.S., CFP®
Wealth Manager
Eric J. Boyle is a CERTIFIED FINANCIAL PLANNERTM and ACCREDITED WEALTH MANAGEMENT ADVISORSM professional who holds a Master of Science degree in Personal Financial Planning. He marks the third generation of wealth managers of Crest Financial Group. Collaborating with clients to help achieve their financial goals, we believe Eric has established a footprint in the financial industry by developing solutions to help his clients build net worth, plan for retirement, and implement tax-efficient investment strategies.
Among his commitment to his clients, Eric makes it a priority to utilize his expertise to educate the community. Some of his past activities and achievements include:
- 2025 Best-In-State Wealth Advisors - Forbes
- 2025 Best Certified Financial Planners in the USA | 5-Star Financial Planners - InvestmentNews
- 2024 Advisors To Watch - 100 Next Gen - AdvisorHub
- 2023 Hot List - Top 100 Financial Professionals in the US - InvestmentNews
- 2023 Advisors To Watch - 200 Fast Growing - AdvisorHub
- 2019 Thrive Award - Fastest Growing Advisors in the U.S. - WealthManagement.com
- 2015 Future Leader of the Lehigh Valley Award - Lehigh Valley Chamber of Commerce
- 2015 Forty Under 40 Award - Lehigh Valley Business
- Taught Retirement & Estate Planning - Cedar Crest College
- Taught College & Retirement Savings - Lehigh Carbon Community College
- Taught Investing 101 for young adults - East Penn SD Community Education Program
Eric is a 2005 graduate of Elizabethtown College with a Bachelor of Science degree in Business Administration and 2016 graduate of The College for Financial Planning with a Masters of Science degree in Personal Financial Planning. He holds the Series 7 & 66 securities registrations and Life, Health, and Long Term Care insurance licenses.
In his spare time, Eric enjoys everything sports related. In the past he was a collegiate athlete and USA Wrestling State Champion in Pennsylvania. He currently sponsors local charitable golf outings. He is also a board member of the Parkland Education Foundation.