Eric Hedberg, CPA/PFS®, CFP®
Integrator/Financial Advisor
Since joining Box Financial Advisors in 2013, Eric has been dedicated to helping families live exceptional lives. After earning his B.S. in Accounting and Finance from Bethel University, Eric obtained his CPA designation with an emphasis in Personal Financial Planning (PFP) and later earned the Certified Financial Planner (CFP®) designation.
Eric specializes in working with individuals and families who have more than $1,000,000 of investable assets, addressing their complex financial planning needs. His approach integrates financial expertise with personalized care to develop tailored strategies that align with each client’s unique goals.
In addition to advising clients, Eric serves as the integrator for Box Financial Advisors, managing the day-to-day operations of the firm. Drawing inspiration from Gino Wickman’s book, Traction, he is implementing the entrepreneurial operating system to create streamlined processes that enhance client trust and satisfaction.
Faith, Trust, Excellence, and Care define the culture at Box Financial Advisors and align with Eric’s personal values. He and his wife, Emily, married in December of 2017, live in New Hope with their three children and goldendoodle, Axel. As a family, they enjoy time at the cabin, golfing, family walks, and being active in their church community.