Drew Deimel

About Drew Deimel

Wealth Strategist | Financial Advisor | Multi-Generational Wealth & Estate Planning As a Wealth Strategist, I work closely with individuals, families, physicians, and business owners to navigate their financial landscape and achieve both their short and long-term financial goals. With a deep understanding of the complexities of wealth management, my team and I deliver solutions designed to preserve, grow, and optimize wealth.Our comprehensive financial planning approach includes- Wealth Management & Preservation- Tax-Efficient Portfolio Design & Optimization (working closely with our internal CPA tax division to minimize tax liabilities)- Planned Giving & Charitable Strategies- Insurance Planning (Life, Disability, Long-Term Care)- Customized Investment Strategies- Multi-Generational Wealth & Estate PlanningBy collaborating with our in-house tax professionals, we ensure that clients benefit from a holistic strategy that reduces tax burdens, optimizes portfolios, and enhances long-term financial security. We take pride in building strategies that not only address immediate financial goals but also safeguard wealth for future generations.In addition to our personal services, we offer specialized solutions for business owners, helping them navigate the complexities of business succession, tax planning, and long-term financial stewardship.At EWA, we are committed to empowering clients to make informed financial decisions that lead to lasting success and legacy.

Experience

1. Wealth Strategist

   Equilibrium Wealth Advisors

   Oct 2025 — Present · Erie, PA, US

Education

• Gannon University

  Bachelor of Science - BS, Business Administration and Management, General

• Gannon University

  Bachelor of Science - BS, Business Administration / Pre - Dental

  2007 — 2012