A complete list of active advisors currently associated with Daniels & Erickson Financial Advisors, LLC

Warmer can help you find a great advisor at Daniels & Erickson Financial Advisors, LLC or one who fits your needs even better.

Daniels & Erickson Financial Advisors provides portfolio management and financial planning to individuals, high‑net‑worth households, trusts, estates, retirement plan participants, and business entities. The firm manages about $213.6 million for roughly 60 clients and offers both discretionary and non‑discretionary portfolio management as well as hourly and project‑based financial planning. The firm tailors advice through a customized asset‑allocation process with ongoing monitoring and rebalancing, drawing on both fundamental and technical analysis. Investment implementation typically uses equities, ETFs, mutual funds, municipal and U.S. government securities and, when appropriate, may include alternative vehicles or the use of sub‑advisors and strategies such as covered options or short sales. What is noteworthy compared with many peers is the firm’s affiliation with a full‑service CPA firm and the extent to which key principals devote substantial time to that accounting practice, allowing coordination of tax planning, charitable gifting, and estate work alongside investment advice while leaving clients free to use other tax advisors. The firm’s relatively large AUM concentrated across a modest client base, combined with this advisor–CPA relationship, indicates an emphasis on integrated tax and wealth planning for affluent households.

To learn more about the advisors currently working at Daniels & Erickson Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.