Barron’s Top Financial Advisors from 2014 – 2017 (#2 in Colorado for 2017)
Barron’s Top Independent Financial Advisors from 2008 – 2012 (#1 in Colorado, #11 Nationally for 2008)
Eric Koeplin is a Partner Advisor at AdvicePeriod and serves as Chairman of the Investment Committee at AdvicePeriod.
Prior to AdvicePeriod, Eric was the President and Chief Investment Officer of The Milestone Group, a company he founded in 1996. Under his leadership, Milestone became one of the largest investment advisers in the country, managing well over $2 billion.
Eric earned an MBA in finance and a bachelor’s degree in accounting from the University of Colorado, Leeds School of Business. He is a member of YPO (the Young Presidents’ Organization) and contributes to many charities, including Economic Literacy Colorado. Eric, his wife Julie and their children live in Denver where they enjoy skiing, golf and tennis.
*Barron’s recognitions are based upon factors including assets under management, revenue produced for the firm, regulatory record, and quality of practice. Quality of practice includes an advisor’s regulatory/compliance record and philanthropic and charitable work.
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