Who We Are

A team of expert financial advisors and consultants

Eagle Rock Wealth Management (ERWM) is an independent, minority owned, investment advisory firm located in New Jersey. We are a fee only advisor and as fiduciaries we are held to the highest standard of care and required to act in the best interests of our clients at all times. We believe that transparency, accountability, and communication are the keys to a successful advisor/client relationship. Clients include Professional Athletes, Doctors, Lawyers and Small Family Offices. Eagle Rock’s experienced team of dedicated professionals ensure that all of our clients receive the highest level of service, allowing them to properly focus on their careers with the trust and confidence that their personal affairs are always in good order.

Meet Our Team

Akin Ayodele

Managing Member, Chief Executive Officer

Akin Ayodele is a Managing Member of Eagle Rock Wealth Management and a member of the investment committee. Eagle Rock was...

Joy A. Sheehan

IACCP © , Managing Member

oy Sheehan is a member of the Eagle Rock Investment Management team. She also serves as the firm’s Chief Compliance Officer,...

Tom Wojczak

Portfolio Manager

Mr. Wojczak is a member of the Eagle Rock Investment Management team and is responsible for day to day client portfolio allocation....

Alicia Carroll

Portfolio & Trading

Alicia Carroll is a member of the portfolio management team and is responsible for client trade executions. Alicia Carroll’s...