Meet Eric
Eric Scruggs, CFP®, EA
Financial Planner for Attorneys and Founder
I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals.
One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills.
My interest in focusing my work on those in the legal profession really started when my amazing wife, Alyssa, graduated from Georgetown Law. Balancing student loans from her law school and my MBA, while trying to buy a home and start a family was a powerful first-hand lesson in how challenging it can be to find the right financial balance. This was solidified for me when I worked with partners and associates at law firms across the US in my previous roles.
I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.
Pro bono work is an important part of my professional practice. I currently focus my pro bono work on helping families impacted by a cancer diagnosis and working as a volunteer for Savvy Ladies®. The mission of Savvy Ladies® is to empower women to take control of their finances through financial education. I am also currently an adjunct faculty member at SNHU where I teach financial planning topics.
When not working I can usually be found with my wife, son, and dog spending time enjoying grilling outside enjoying a good glass of wine or craft beer. I’m a huge Astros and Peloton fan (be careful getting started talking about either because that conversation may last for a long time).
Wizard Scruggs
Good Dog
Wizard is in charge of morale, reminding everybody when it is time to eat, and security. He takes all of these roles very seriously, and you are pretty likely to hear him on most calls barking as part of his security patrol.
