Erlandson Wealth Management,registered investment adviser,David Erlandson,CFP,financial planner,investments,beaverton,advisor,fee only

 

Fee-only personal wealth management

 

David S. Erlandson, CFP®, Certified Financial Planner™
Principal, Erlandson Wealth Management, Registered Investment Adviser

 
Erlandson Wealth Management is an investment adviser registered with and regulated by the state of Oregon, Division of Finance and Corporate Securities, # IA-3415.

 

The firm is based in Beaverton, Oregon and serves Hillsboro, Tualatin and the greater Portland area. The firm assists clients across the United States. 

Our clients' investment accounts are held independently at our investment custodian, TD Ameritrade Institutional.

 

Take control of your personal financial security

A trusted statistic shows that those who write down their goals (maintain a formal investment plan) are ten times more likely to achieve them.[1] 

Our mission is to help you create and protect your personal wealth by using the financial planning process. To clarify where you stand now and where you could be. And to implement a sound strategy to meet your unique goals and dreams. 

Our mission is to empower you with financial independence.

 

Wealth management since 1994

  • Enduring client relationships that span generations
  • Experienced and trusted Certified Financial Planner™ (CFP®)
  • Comfortable and efficient step-by-step financial planning process
  • Objective and comprehensive wealth management analysis and  personal education
  • Balanced investment advice within your personal risk tolerance
  • Service-oriented coordination and proactive monitoring of your personal financial goals 
  • Fee-only, affordable financial planning

 

Fee-only advice for informed, confident decisions

We offer a measured approach to fee-only investment management, financial planning and estate planning. Because we are not affiliated with a broker-dealer, we enjoy providing personal counseling without commissions and conflicts of interest.

We are free to objectively examine your circumstances and make optimal investment recommendations without pressure to promote particular mutual funds, annuities or insurance policies. We recommend a diversified portfolio of low-cost exchange traded index funds (ETFs) and actively managed no-load mutual funds. No insurance product sales (we can help place no-load insurance direct with various carriers).
 

Initial complimentary consultation

Please feel free to Contact us regarding any of your personal wealth management and financial planning questions. We offer an initial Complimentary consultation for questions or portfolio review.

 

[1] http://www.lifemastering.com/en/harvard_school.html