Eric Krone Associates, Inc.

The firm provides discretionary asset management for brokerage and retirement accounts and serves primarily individual investors and small businesses; typical engagements include rollover IRAs, SEP IRAs, and individual 401(k) accounts. Clients receive ongoing account management that generally mirrors the advisor’s own holdings, and the firm allows clients to impose individual investment preferences.

Investment approach is a somewhat conservative, value-oriented strategy focused on capital preservation and long-term compounding, with the advisor describing a reliance on published research and staying within a defined circle of competence rather than quantitative security analysis. Accounts are reviewed at least quarterly, changes are often implemented across a high percentage of client accounts, and the firm operates under limited power of attorney while accommodating client-directed restrictions.

Distinctive features include a principal who holds Enrolled Agent and CFP credentials and who has operated a tax and financial planning practice for roughly 30 years, so tax-focused planning is integrated into the advisory offering—an uncommon combination for firms in this category. The firm is a solo practice that primarily serves non‑high‑net‑worth individuals, charges fees as a percentage of assets under management, reports no broker‑dealer affiliations or sales commissions, and does not act as a private fund adviser.