Business Details
15 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
Amphora Wealth Management was founded in 2011 to address the complex financial needs of high-performing entrepreneurs, physicians, athletes, and professionals. Our firm operates under a fiduciary duty, legally obligated to act in clients' best interests through evidence-based, passive investment strategies. We specialize in enhancing, protecting, and transferring wealth while integrating philanthropy into comprehensive financial plans. With expertise in Modern Portfolio Theory and access to Dimensional Fund Advisors, we provide globally diversified portfolios tailored to individual risk tolerance.Our team combines decades of experience in law, finance, and military operations research to deliver personalized solutions for retirement planning, tax efficiency, and multigenerational wealth transitions. We maintain custody relationships with TD Ameritrade, Schwab, and Fidelity while adhering to strict compliance standards through our membership in the BAM ALLIANCE.
Services
Wealth Management
Estate Planning
Retirement Planning
Tax-Efficient Investing
Financial Planning
Details
- Year established: 2011
Highlights and features
- We operate under strict fiduciary duty to act in your best interests
- Our passive investment approach minimizes costs and maximizes tax efficiency
- Specialized expertise with entrepreneurs, physicians, and professional athletes
- Access to institutional-grade investment vehicles through Dimensional Fund Advisors
- Comprehensive planning addressing all aspects of wealth management lifecycle
Associations and certifications
- Registered Investment Advisor (RIA)
- BAM ALLIANCE
- Certified Financial Planner (CFP)
- Certified Divorce Financial Analyst (CDF)
- Dimensional Fund Advisors (DFA) Partner
Services
Wealth Management
Our wealth management services combine passive investment strategies with comprehensive financial planning. We create customized portfolios using evidence-based approaches that emphasize diversification, tax efficiency, and long-term growth. Our team works closely with clients to understand their unique financial situations and develop strategies that align with their personal and professional goals.
Estate Planning
Estate planning services focus on ensuring smooth multigenerational wealth transitions. We help clients develop comprehensive strategies that address legal documentation, tax implications, and family communication. Our approach combines technical expertise with personalized guidance to create solutions that protect assets and preserve family legacies.
Retirement Planning
Our retirement planning services help clients prepare for financial independence through systematic wealth accumulation and distribution strategies. We analyze current assets, future goals, and risk tolerance to create personalized plans that optimize retirement accounts and ensure sustainable income throughout retirement years.
Tax-Efficient Investing
Tax-efficient investing strategies focus on maximizing after-tax returns through strategic asset location and portfolio construction. We analyze clients' tax situations to implement approaches that minimize liabilities while maintaining appropriate risk levels. Our methods include optimizing tax-advantaged accounts and managing capital gains distributions.
Financial Planning
Comprehensive financial planning services address all aspects of clients' financial lives. We conduct in-depth analyses of current financial situations, future goals, and risk profiles to develop holistic strategies. Our planning process covers investment management, insurance needs, education funding, and charitable giving considerations.
People
Eric J. Sobocinski
Founder and Principal
Eric founded Amphora Wealth Management in 2011 after practicing law with a focus on business and financial matters. He combines legal expertise with financial planning to create comprehensive wealth management solutions for entrepreneurs and professionals.
Amy Young
Wealth Manager
Amy Young is a CERTIFIED FINANCIAL PLANNER with expertise in divorce financial analysis and college funding. She specializes in helping clients navigate life transitions while building sustainable wealth management strategies that align with personal values.
Anthony Giunipero
Wealth Advisor
Anthony brings military operations research experience to financial planning. He focuses on breaking down complex financial concepts into understandable strategies, helping clients make data-driven decisions about retirement, investing, and legacy planning.
Questions
What investment approach do you use?
We use a passive investment approach based on academic research and Modern Portfolio Theory, focusing on low-cost index funds and tax-efficient strategies.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual meetings and digital communication tools while maintaining our Chapel Hill, NC headquarters.
How are your fees structured?
We charge asset-based fees for investment management and hourly rates for financial planning services. There are no commissions or hidden fees.
What sets you apart from other advisors?
Our fiduciary duty, evidence-based approach, and specialized expertise with entrepreneurs and professionals create unique value for our clients.
Can you help with retirement plan design?
Yes, we assist business owners with retirement plan design, implementation, and ongoing management tailored to their specific needs.
What custodians do you work with?
We partner with TD Ameritrade Institutional, Schwab Institutional, and Fidelity Investments to hold client accounts securely.
