As founder and CEO of Advancedfolio Capital Management, a New York-based wealth advisory firm, Eric Weschke has spent 29 years navigating markets, managing millions in assets, and leading high-level financial strategies, including serving on a senior executive syndicate underwriting team for a $20 million initial public bond offering.
He’s also the former host of “Smart Planning Radio,” a financial talk show that reached thousands across the state, and has led hundreds of free educational seminars to help individuals and families make sense of their money.
But behind the credentials and accolades is something more telling—a career shaped not by self-promotion, but by a quiet commitment to listening first, advising second.
“I’ve always believed that the more you listen, the more you can deliver something truly valuable,” Weschke said.
It’s a principle that runs deep through his work at Advancedfolio, where financial strategies are crafted not just from charts and data points, but from conversations about what clients truly value. Nearly three decades in, Weschke has emerged as more than a financial expert—he’s a strategist, educator, and mentor, trusted not only for his technical knowledge, but for his ability to translate complexity into confidence.
A System Stacked Against The Average Investor
Before he built a company, Eric Weschke built a formidable set of opinions informed by experience.
“The truth is the system is rigged,” he said. “It is rigged against the small guy. It is rigged against the uneducated. It is rigged against those who aren’t in the know.”
That frustration, combined with a deep well of experience, became the foundation for Advancedfolio Capital Management, his independent financial advisory firm built around one central mission: helping everyday investors beat the market at its own game.
Weschke saw early how powerful knowledge could be. His mother, one of the first women to work on the floor of the New York Stock Exchange in the late 1960s, carved her own path in a male-dominated industry long before diversity was a talking point. Watching her navigate that
world gave Weschke an early respect for what it meant to be both informed and empowered—and he’s been carrying that torch ever since.
“Growing up in the ’60s, my mom worked on Wall Street and I saw firsthand the power that a little bit of knowledge can bring,” he said.
But rather than follow the traditional path of serving only high-net-worth clients, Weschke chose a different route.
“As a financial advisor, I have dedicated my career to helping the little guy take back control,” he said.
With a background that includes roles in technical analysis, investment management, and national speaking engagements on retirement strategy, Weschke combined Wall Street knowledge with Main Street accessibility, making complex financial tools available to families, not just firms.
The AdvancedFolio Way: Process Over Promises
At the heart of Advancedfolio’s success is a methodical, transparent, and deeply personalized process. The firm’s four-step client journey starts with something simple: a conversation.
“In our first meeting, we get to know each other,” Weschke said. “We’ll briefly discuss your financial situation and goals and see if the Advancedfolio team is the right fit. That short meeting sets the tone for what follows: a customized plan that includes income planning, Social Security timing, tax strategy and investment risk reviews.”
The goal, Weschke explained, is to give people something most firms don’t: clarity. By the second meeting, clients walk away with actionable steps. From there, the team implements the plan and conducts regular reviews to ensure it’s aligned with the client’s evolving life and goals.
“Predicting rain doesn’t count… building arks does,” the firm notes, citing a favorite quote from Warren Buffett. It’s a mindset that reflects Weschke’s strategic style—proactive, not reactive.
The final phase of the process includes legacy planning, helping clients build teams of estate attorneys, CPAs, and financial professionals to protect and pass on wealth. As fiduciaries, the Advancedfolio team is committed to putting the client’s interests first. This is a principle Weschke has championed since day one.
A Leader Who Builds Leaders
While Weschke’s firm continues to grow, his commitment to mentorship has remained personal. He views mentorship not as a duty, but as a vital part of the industry’s future.
“When mentoring younger advisors, it’s important to first understand where they are in terms of education and knowledge,” Weschke said. “Then, I work with them to expand their skill set so they become more comfortable handling the many different tasks that come up when working with clients.”
His own career was shaped not by a single mentor but by lessons learned from each company he worked with.
“Looking back over my 30-year career, I would say that it was not any one specific individual, but the education and value they brought to the table,” he said. “The lessons learned that I still work with today would be to give 100 percent to each task at hand and finish what you start completely so everyone involved is happy with the outcome.”
As a leader, Weschke sees his role not just as a guide but as a builder, helping shape the next generation of advisors who can carry forward the same client-first mindset.
“The most rewarding aspect of serving as a mentor would be seeing how I am impacting the person’s abilities to grow and excel in the field of financial planning,” he said. “Making an impact on others is always a gift because you can really see how you are helping that person get to the next level.”
And as his responsibilities have grown, Weschke has learned to delegate more, stepping in when his experience can provide meaningful value.
“My mentoring style has really not changed too much over the years, except that I will delegate more often when necessary and really get more involved when it’s important enough that my work experience will provide more value to the person involved,” he said.
Relationships That Outlast Market Cycles
In an industry often defined by performance metrics and quarterly returns, Weschke has long played the long game, both in client relationships and in professional ties.
“To maintain meaningful relationships with both mentors and those I have guided in the industry, I always think it’s important to check in every so often to stay relevant,” Weschke said. “I remember reaching out to the CEO of a company whose products I used to work with, and he was so happy to hear from me. To this day, we are really good friends who would always be there if assistance is needed in business and in life.”
That same commitment shows up in the way he chooses who to learn from.
“The qualities that I look for in a mentor would be someone who has mastered the craft that I am looking to excel in,” he said. “I would look for a polished and well-spoken individual who is able to provide any sort of guidance on overcoming obstacles along my journey.”
More Than a Career — A Calling
Weschke’s career is marked by more than just accolades or industry achievements. It’s shaped by a calling — to level the playing field for those who feel left behind in a complex financial system.
His experience is vast: former senior executive vice president, lending officer, chief technical analyst, and nationally recognized speaker. He has managed institutional funds, led seminars across the country, and still makes time to meet clients one-on-one in Long Island, where he lives with his wife of 26 years and their two daughters.
But when asked what matters most, it always comes back to people.
“The one piece of advice that I received early on is to always treat others as I would like to be treated,” Weschke said. “I learned this at a very early age, and probably one of the first things I remember learning while growing up.”
For Weschke, that lesson isn’t just advice — it’s a strategy. And like the best strategies, it’s built to stand the test of time.
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