Erickson Advisors is a fee-based Registered Advisory Firm focusing on educating its clients and keeping them informed. Founded by Linda P. Erickson, Certified Financial PlannerTM, Erickson Advisors is dedicated to providing the knowledge and guidance that you and your family need to take control of your financial life.
With more than twenty-five years of experience, Linda Erickson, CFP works together with daughter Lauren Erickson, a full partner of Erickson Advisors. The Erickson Advisors team brings together the vision and wisdom of experienced guides on the path of wealth management.
In our position as fiduciaries, Erickson Advisors and its associated professionals are sworn to uphold to the highest standards of care and to place the interest of the client above our own. Erickson Advisors values the trust our clients place in us and our choices are guided by their interests.
With in-depth experience and over-arching dedication, Erickson Advisors is a wise choice as your partner in personal wealth management. Our special knowledge of wills, trust funds, and estate planning provides support for dealing with inheritance taxes and other vital concerns.