Ernest Wyder is a seasoned financial professional with over 18 years of experience guiding entrepreneurs and business owners through the complexities of wealth management and succession. As a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Certified Exit Planning Advisor (CEPA®), Ernest specializes in helping business owners maximize the value of their companies, prepare for transition, and achieve both personal and financial goals beyond the business.
With a foundation in insurance planning and a strong entrepreneurial mindset, Ernest understands the unique challenges and opportunities business owners face. He builds integrated strategies that align business, personal, and financial objectives—ensuring a smooth and tax-efficient exit while protecting long-term wealth.
His approach is rooted in education, clarity, and collaboration, empowering clients to make informed decisions at every stage of the exit planning process. Whether advising on succession options, wealth preservation, or retirement readiness, Ernest’s goal is simple: to deliver clear, actionable strategies that provide financial confidence and lasting success for business owners and their families.