Advisor at ESG Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Eric Greenberg is a financial advisor at ESG Wealth Advisors in Lansdale, PA, holding a Series 65 designation with two years of industry experience. Prior to founding ESG Wealth Advisors, he worked at Precision Nutrition, Tradefull, and Life Line Screening. ESG Wealth Advisors is an independent firm that provides personalized wealth management and financial planning services to individuals, families, and companies. The firm employs a long-term investment approach that incorporates both fundamental and technical analysis and offers a range of investment types, including alternatives, while emphasizing governance and transparency through detailed risk disclosures and a written Code of Ethics.
Based on ESG Wealth Advisors
Project-based fees calculated as hourly rate (up to $300/hour) multiplied by estimated hours
$0+: 0.50% +: 1.00%
Up to $300/hour
Standard annual performance fee of 10% of amount over applicable benchmark; charged only for qualified clients (with at least $1,100,000 AUM or net worth over $2,200,000) and detailed in Wealth Advisory Agreement
Account minimum: No defined account minimum size
Lansdale, PA
Pennsylvania · Texas
ESG Wealth Advisors
2023 - Present (3 years)
Precision Nutritiom
2021 - 2022 (1 year)
Tradefull
2020 - 2021 (1 year)
Life Line Screening
2003 - 2020 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Malvern, PA
Copper Beech Advisors, LLC
Series 66
Collegeville, PA
New Wave Financial LLC
Series 63, Series 66
Ambler, PA
Revland Wealth Advisors
Series 65, Series 66
Doylestown, PA
DEL VAL Retirement and Investment Services Inc
Series 63, Series 65
Doylestown, PA
Solebury Asset Management LLC
ChFC®, Series 63
Montgomeryville, PA
Fidelity Federal Planning Corp.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
