BOARD OF ADVISORS
We are guided by top professionals in the wealth management industry
to ensure we uphold the highest standards for our small business.
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Marguerita Cheng, CFP®, CRPC®, RICP®, CDFA®
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Erik Evans, CFP®
Shaun M. Eddy, CFP®, MSFA, AIF®
Financial Planner
GoalQueste
Berwyn, Pennsylvania
Owner, CEO
Oxford Planning Group, LLC
Woodstock, Maryland
*Board members listed above do not have any decision making capabilities within Nifty Advisor Support, LLC and do not have any board compensation agreements.