Erickson Advisors
Categories
Financial Planning & Investment
About
Founded in 1991, we have had the privilege of growing as a family business and building relationships based on providing trusted advice with integrity, honesty, and respect.
Lauren Erickson, CFP®, CSRIC™ leads an ensemble team of financial planning professionals, each with distinct responsibilities & strengths, committed to maintaining a welcoming space for our clients where we strive to create security, make the complex simple, and build meaningful impact in people's lives with the Erickson Now Advantage™, our suite of financial planning and asset management services.
We manage your wealth through a thoughtful investment lens, incorporating Impact, ESG (Environmental, Social and Governance), and traditional investing strategies into our planning methods to meet your best interests and goals.
Utilizing a consultative approach, we focus on educating and empowering our clients, giving you the knowledge and guidance you and your family need to be in control of your financial life. This means you have a team behind you and cheering you on every step of the way.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
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