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Eric Ward

Managing Director

MEET Eric

Eric Ward is a Managing Director at Pensionmarks’ Louisville, Kentucky location and is the owner of Quantum Financial Consultants, LLC. Eric offers over 30 years of expertise in the retirement industry and provides 401(k), investment advisory and wealth management services for his clients. He specializes in assisting companies and organizations with plan provider analysis, plan design, investment selection, and fiduciary liability management. Eric has lectured and presented programs to several area corporations, universities, and churches.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Eric Ward

Managing Director