Erik O. Thompson
Founder & President, Peerless Wealth
Erik Thompson is the Founder and President of Peerless Wealth, a fee-only Registered Investment Advisory firm dedicated to delivering client-centered financial solutions. With a Bachelor of Science in Finance from Miami University, Erik brings over 25 years of experience in the financial services industry, distinguished by his commitment to excellence and innovation in wealth management.
Erik began his career in 1998 as an Investment Representative with Edward Jones, where he quickly built a successful practice from the ground up. In 2004, he founded his own firm, which, through a strategic merger in 2010, became Ascend Advisory Group. This merger led to a rebranding and an affiliation with Wells Fargo Financial Network LLC, based in Dublin, Ohio. During his time there, Erik also held the role of Branch Compliance Manager, where he was responsible for overseeing the compliance and supervision of a team of advisors and support staff. In 2013, Erik was recognized as one of the Top 40 Under 40 Independent Advisors by WealthManagement.com for his leadership and innovative approach to financial advising. In 2019, he founded Peerless Wealth, implementing a fee-only structure that focuses on transparency and client-first advisory services. Erik combines low-cost index-based investing with sophisticated options strategies to deliver high-income generation while reducing market volatility.
- Top 40 Under 40 Independent Advisors (2013): Honored by WealthManagement.com for outstanding contributions to the financial advisory profession.
- Branch Compliance Manager: Effectively managed compliance and supervision at Wells Fargo Advisors Financial Network, LLC.
- Innovative Investment Strategies: Developed a unique approach that integrates index-based investing with options strategies to enhance income and manage risk.
- Accredited Asset Management Specialist (AAMS)
- Member, Financial Planning Association (FPA)
- Regular contributor to industry panels and conferences
Personal Interests
Outside of his professional endeavors, Erik values family and personal well-being. He enjoys spending time with his wife, Stephanie, and their two sons, Sawyer (age 16) and Beckett (age 11). Sawyer has been an elite youth hockey player with the Ohio Blue Jacket AAA program, spending last season in an east coast program, and recently drafted to the USHL Green Bay Gamblers team for the 2026-2027 season. Beckett enjoys baseball and basketball. Erik is also an avid golfer and a member of Scioto Reserve and Kinsale Country Clubs. Both Erik and Stephanie are passionate about health and fitness and are active supporters of Creative Living, a charity that assists young adults with physical disabilities.
