A complete list of active advisors currently associated with Erickson Financial Group, LLC

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

The firm provides investment advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, managing about $198.9 million across roughly 260 client relationships with a three‑advisor team. Services include discretionary portfolio management, standalone or integrated financial planning, and retirement plan advisory work for plan sponsors. Investment decisions are guided primarily by fundamental analysis and a long‑term orientation, with portfolios typically constructed from exchange‑traded funds, low‑cost mutual funds and individual equities and monitored on a continuous basis with formal reviews at least annually. The adviser customizes asset allocations to client goals and risk tolerances, but may execute shorter‑term trades for rebalancing or tactical reasons and applies an internal due‑diligence process before adding positions (including, in some cases, leveraged ETF exposures). Notable features relative to peers include a relatively large asset base for a three‑advisor firm and an institutional custody relationship that provides technology, trade execution benefits and access to certain investments without direct minimums. The firm’s advisory personnel also hold insurance licenses and the firm serves as an ERISA fiduciary for retirement plans, resulting in mixed revenue sources (advisory fees plus potential insurance commissions) that clients should consider when evaluating recommendations.

To learn more about the advisors currently working at Erickson Financial Group, 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.