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

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

Erickson Financial Solutions serves individual clients and provides investment portfolio management and comprehensive financial planning, typically under percentage-of-AUM advisory arrangements. The firm’s brochure indicates its services cover retirement, tax, and estate planning topics alongside ongoing portfolio oversight. The firm’s approach emphasizes comprehensive planning informed by advanced professional credentials (CFP®, Accredited Wealth Management Advisor, Chartered Retirement Planning Consultant) and graduate-level business and legal education. The brochure describes long-term practice continuity and a focus on delivering tailored advice to a small client base rather than institutional solutions. Distinctive features noted in the brochure include the principal’s combination of a law degree and MBA with multiple financial planning designations, the adviser’s self-supervisory structure, and the absence of outside business activities or additional compensation. Managing roughly $4.5 million in client assets across about 15 clients, the firm’s concentrated AUM and limited client roster are smaller than many peers, suggesting a high degree of direct involvement by the managing professional.

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