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On Track Financial
On Track Financial operates out of Canterbury, New Hampshire, led by sole owner and planner Eric Sanborn.
On Track Financial
On Track Financial operates out of Canterbury, New Hampshire, led by sole owner and planner Eric Sanborn. With nearly four decades in the industry, Sanborn has spent 25 years as an independent investment advisor, a tenure that anchors the firm's practice in traditional retail wealth management. The team includes Sandra Webb-Peabody, a chartered life underwriter and 14-year veteran of the firm who previously worked at Northwestern Mutual, and paralegal Elizabeth Begin, whose two-decade career supports the firm's estate-planning work. The firm's stated offerings cluster around investment management, estate planning, and retirement planning — a conventional mix for a Main Street advisory practice. Its investment approach centers on building diversified portfolios aligned with client risk tolerances, while its estate-planning arm creates wills and trusts. There is no evidence of direct venture capital, private equity, or institutional fund structures; the portfolio page on the firm's website references generic startup and venture topics but serves exclusively as a placeholder template rather than a record of actual investments. The practice maintains a single office in Canterbury and serves a predominantly New England client base. The headcount totals three, with no additional offices or adjacent vehicles such as philanthropic foundations, real-asset arms, or co-investment clubs disclosed publicly. There is no verifiable dated operational event from the last 24 months that would signal a shift in investment posture or scale. On Track Financial’s architecture is that of a local wealth-management partnership rather than a family office or institutional allocator — it lacks the multi-generational governance, concentrated wealth origin, and direct-deal sourcing apparatus that define single-family offices in the Altss taxonomy.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Canterbury
Corporate office
156 West Road, Canterbury, NH 03224, United States
Principals
Eric Sanborn
Sole Owner and Planner
Sandra Webb-Peabody
Chartered Life Underwriter
Elizabeth Begin
Paralegal
Frequently asked questions
Who runs investment decisions at On Track Financial?
Eric Sanborn, the sole owner and planner, makes all investment decisions and leads client relationship management. Sanborn has been an independent investment advisor for 25 years, following a broader financial-services career that began 39 years ago.
Is On Track Financial structured as a single family office?
No. The firm does not display the characteristics of a single family office — there is no disclosed wealth origin from a founding family, no concentrated family ownership, no multi-generational governance structure, and no dedicated direct-investment teams. It operates as an independent financial advisory practice serving hundreds of individual families.
Does On Track Financial participate in fund commitments or direct venture deals?
There is no public evidence that On Track Financial makes venture capital investments, direct private equity deals, or limited partner commitments to external funds. The investment offering described on the firm's website is limited to retail-oriented portfolio management, retirement planning, and estate planning.
What investment stages or sectors does On Track Financial target?
On Track Financial does not publicly disclose a sector- or stage-focused investment mandate. The firm's materials reference generic "diversified portfolio of assets" built around client goals and risk tolerance, consistent with a broad-based retail wealth management and financial planning approach rather than thematic or institutional investing.
How is On Track Financial’s estate planning offering structured?
Estate planning is one of three core service lines alongside investment and retirement planning. The firm employs a dedicated paralegal, Elizabeth Begin, and a chartered life underwriter, Sandra Webb-Peabody, to support wills, trusts, and other legal arrangements. The firm does not disclose whether legal counsel is engaged as outside counsel or through in-house attorney oversight.
Does On Track Financial have additional offices or operations outside New England?
No additional offices are disclosed. The firm lists a single address in Canterbury, New Hampshire, and its stated relationships are with hundreds of families across New England, suggesting a geographically concentrated practice.
What is the known scale of On Track Financial in terms of assets under management?
On Track Financial has not disclosed any AUM number publicly. Without public filings, regulatory disclosures, or press reports containing an AUM figure, the size of the practice remains undisclosed.
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