Herried Financial Strategies LLC

Herried Financial Strategies LLC CERTIFIED FINANCIAL PLANNER® with a mission of making a difference and impacting others' lives. I am not licensed in all jurisdictions. CA ins lic #4130437.

I entered the financial services industry in 2003 and have grown both professionally and personally along this journey. What I love most about what I do goes beyond the dollar and cents, it’s the relationships I get to develop with clients as we create plans to impact their lives and making a difference for them, their families, or businesses. To continue in adapting to how my clients like to work

together, I have added the capabilities to work in person, virtually, or the combination of the two. This helps with efficiency for all and eliminates the barriers of location constrictions. I like to help my clients by empowering them with the information they need in order to make the wisest financial decisions for their situation. Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Eric Herried is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 4511 W. 1st Street, Suite 7, Duluth, MN 55807. (218)722-1496. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Herried Financial Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Herried Financial Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

I’m truly grateful for the opportunity to have spent time in Washington, D.C. recently, meeting with my Congressman and ...
03/27/2026

I’m truly grateful for the opportunity to have spent time in Washington, D.C. recently, meeting with my Congressman and Senator's Offices to advocate for stronger retirement solutions for the families I’m honored to serve.

It was a meaningful reminder that serving clients goes beyond the planning table. It also means being a voice for policies that support their confidence, flexibility, and future. I’m especially thankful to live in a country where we have access to our representatives and the freedom to speak into decisions that impact our families’ lives.

12/13/2025

It truly is the most wonderful time of the year… and yet, for many families, this season also comes with revisiting the loss and grief of having lost a loved one the past year.

If someone comes to mind who might be hurting or feeling a little lost this Christmas, take a risk and reach out. A simple message, a quick call, or an invitation to connect can remind them they’re not walking through this season alone.

Let’s be the light someone needs today. ✨

08/20/2025

It’s okay to cry.

Death is one of life’s 2 guarantees, right? Clients we work with are more than just a plan, an account, or policy. They are a person with a soul that we are so fortunate to walk with on life’s journey this side of heaven. One of those clients/souls had their journey on earth end this week, and the grief is real. For their family, but me as well.

This is real financial planning. Being there when others need us the most. This is what we do. Rest in peace my friend.

A rich life is more than just having a lot of money. It’s about the experiences and the relationships you create and inv...
08/27/2024

A rich life is more than just having a lot of money. It’s about the experiences and the relationships you create and invest in on life’s journey. This past week I was able to spend time with my family to get off the grid and invest in each other, while experiencing the beauty of the great outdoors. This is one of the key focuses of working with my clients, that is connecting the dollars and cents to what matters most.

12/22/2023

Here’s a quick example of how supply and demand affects pricing. Just look at the price difference between buying a 2023 versus a 2024 calendar today.

Simple examples can be used to make the complex understandable to clients. As an Advisor, I find it more effective to explain concepts in ways that makes sense and understandable, rather than getting too into the weeds to prove I can speak in technical jargon.

I know sometimes I can get so busy or distracted that I forget to stop and notice the good and beauty in this world. As ...
10/20/2023

I know sometimes I can get so busy or distracted that I forget to stop and notice the good and beauty in this world. As I was walking back into the office this afternoon, I paused for a moment to simply take in the array of colors right in front of me and reflect on the splendor of our changing seasons. My encouragement is for you to stop for a moment to reflect on the good things in life, as my prayer is this finds those who needed to hear this today.

05/10/2023

Saying goodbye. Some days are hard as a Financial Advisor, and today was one of those days for me. I had a final conversation with a client I’ve worked with for years, which will be our last conversation this side of heaven. He wanted to review everything just one more time, to make sure everything was in order for his peace of mind, with only days left to live.

A few of my reflective thoughts since I hung up on our call are, life is precious and a gift, financial planning matters, and don’t wait to let others know you love them.

I share this message in his honor. God speed.

04/20/2023

What is one of your largest expenses each year?

For many, it’s what they pay in taxes, and they aren’t even aware of the actual amount. To see what I’m talking about, look at your 2022 tax form 1040, and on Line 24 where it says ‘Total Tax’, you’ll see the amount you owe federally. This isn't even including any potential state taxes. How do feel about that number?

As an Advisor who focuses on the wholistic approach of Financial Planning, one of the key areas we look at is the impact of taxes, so we focus on tax strategies within our planning to help our clients keep on track to accomplish their goals and dreams.

Two of life’s guarantees, death and taxes, right?

12/09/2022

Here’s a prayerful reminder to keep your ears, eyes, and hearts open to hear, see, and love those who may be struggling this holiday season. For some there may be one less place setting at the dinner table, some may be dealing with health issues, and others may be dealing with a financial setback.

Here’s an encouragement and challenge for you to be present, look for those in need, and then to take the action to live out what this season truly means. Just think of the gift and impact you can have in another person’s life!

10/14/2022

What is your money story?

This week I had a conversation with a client who confessed that they were being extremely emotional about the market volatility, and their reaction to his Q3 statement he just received.

We had a conversation and I asked him why he feels he’s having the reaction he's having, and he then shared it’s because he grew up very poor, times were tough, so he gravitates towards scarcity and afraid of losing it all.

My role as a Financial Advisor is to ask these questions, to get to know my client’s stories, so we can help them navigate through uncertain times.

Planning is more than just the dollars and cents.

10/13/2022

Market Perspectives
Here’s a short video that may be helpful to explain some of the current topics you may be hearing in the news and our big picture perspectives.

04/11/2022

A ‘Tax Refund’ sounds so delightful. Quite pleasant actually.

But what if we just called it what it really is?

An overpayment.

Doesn’t quite have the same zeal as tax refund does, but they’re the same.

Address

4511 W. 1st Street, Suite 7
Duluth, MN
55807

Telephone

+12187221496

Website

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