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My name is Eric McLoyd.

I want you to know that my financial journey was started due to my own embarrassment. I was embarrassed that after graduating from college, I really knew nothing about how to use business + finance to generate wealth for my own family.


I remember like it was yesterday sitting in a bathroom stall listening as a group of colleagues spoke about insurance, annuities, and estate planning.  They then effortlessly moved the conversation to rental properties and other family business ventures. I was barely able to follow the lingo.


I vowed then that one day I would put myself in a position to help people like myself create generational wealth through entrepreneurship and mastering their money mindset.

  • LinkedIn


My Professional and Academic Qualifications Include:

  • MBA in Corporate Finance

  • Kellogg School of Management-Northwestern University alum

  • Licensed Financial Professional

  • Series 65, Investment Advisory Law Exam 

 Certifications: Wealth Management, College Planning

 Other specialties: real estate investing, real estate finance, start-up capital

 Worth noting: co-founder of several notable not for profit organizations

 Media: Financial podcaster @moneysexgenx 

  • Youtube

 My Impact


Financial goals established and implemented.


Business plans developed for start-ups + existing businesses.


Client debt erased. (student loans, credit cards, auto loans)

I'm a paragraph. Click here to add your own text and edit me. It's easy.


Business credit lines secured by clients.


Family estate plans facilitated. 


Total increases in client net worth. 


Average credit score points increase.

My Mission

To provide 6-figure income earners with the (G)uidance, (A)ccountability and (S)upport needed to gain control of their finances and secure a 7-figure income or net worth.


We accomplish our mission by delivering solutions that help simplify the process.

My  Vision

All high-income earners will have greater access to the SAME knowledge, strategies, and tools as multi-million dollar corporations and the generationally wealthy.

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Jennifer adkins,
ceo jenny cap 

Eric is a nonsense, straight forward planner. He is also positive and always looking to make any plan or operation better--for individuals, organizations or companies. He is a true success builder.

  • LinkedIn

felicia slaton young, mba,
ceo belle lucre, llc

Eric is bright, focused and goal oriented. He does his homework, comes to the "table" prepared to discuss solutions to the challenges ahead and is always ready to recommend the best strategies to execute. He seeks consensus and, once reached, moves mountains to implement the solutions reached. The consummate professional, Eric knows exactly where he's going.

  • LinkedIn

cherice price, ms, crc, lpc
Founder price insurance

Eric is perhaps one of the most creative, forward-thinking colleagues I have ever had the pleasure of working with. He is a deadline driven, efficient and proactive manager with the ability to close mutually beneficial deals. His practical, yet "get it done" management style is one that drives profits and reduce losses.

  • LinkedIn

rosalin walcott,
FOUNDER olivienne Spencer consulting

Eric’s motivation is to build, it’s not for him personally--it’s to build the individuals and businesses that engage with him. Whether Eric is partnering with you in regards to business development, financial management or mentoring--he wants you to learn what he knows.

  • LinkedIn
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"Pretending to be rich, is the poorest thing I've ever, done."

Get the experiences, resources, and network you need to truly become wealthy.

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