Eric Jorgensen, MS, MBA, ChSNC

UPDATED: December 1, 2021

Flat fee planning designed to address the need most families have of what to do next. Although Eric's office is in Frederick, he works with individuals across the country, including those who may already have an Advisor managing their assets. Eric does not sell products or manage investments, but can and will make referrals as requested. Eric Jorgensen is a retired Navy veteran and has a son on the Spectrum. He couples his personal experience with his professional knowledge to help his clients.

  • Languages:
  • English
  • Insurances Accepted:
  • Call for Fee
  • N/A


Frederick, MD 21702
United States


Special Needs Navigator


(860) 884-0540



Eric Jorgensen

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