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Erickson Advisors

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Since our founding in 1991, we have consistently worked to build a culture of relationship-based financial planning fostering mult-generational, long-term client relationships. Founding partner Linda P. Erickson, CFP® is a Regional Director for our Region with Cetera Advisor Networks LLC and Lauren Erickson, CFP®, CSRIC ™ is our next generation succession plan with 17 years of experience. 

How We Work

Our practice is an advisory-focused firm that can and does hold non-advisory business. We see the utilization of technology as central to our efficiencies by allowing us to create and pivot systems and processes as needed, creating more time and space for our clients and our outside of work lives. 

Strategic and consistent reinvestment of capital has allowed us to enhance our advisors' capabilities to serve clients with confidence. Developed from our years of planning and investment work, the Erickson Now Advantage is a suite of programs to serve a variety of Ideal Client profiles. Each program has structured workflows for on-boarding and client servicing while maintaining the flexibility to adjust with client needs and growth. 

Not all firms are alike, Erickson has unique advantages:

  • Specialty in Sustainable, Socially Responsible Investing, ESG criteria overlay
  • Specialty in Estate Transfer preparation, Family Engagement and Estate Settlement Support
  • Fee for Service Planning options are not tied to AUM allowing for an expanded client base
  • Firm focus on financial planning and building client and community relationships
  • Women-owned and led business
  • Client planning utilizes both Life and LTC insurance where appropriate
  • Professional development encouraged  promoted

Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer & Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 

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