Experienced Advice for College, Retirement, Estate Planning, Investments and Taxes 

 

David S. Erlandson, CFP®, AIF®, Principal

Patrick K. Steers, CRPC®, APMA®, Partner

 

A personal note from Dave: We do not provide a cold, all-business service. We provide a lasting, rewarding partnership. I am passionate about helping my clients succeed with the financial plans that become an integral and fundamental part of their lives. I care about them on a professional level, and I care about their lives. I still enjoy my work, after all of these years, because each case is unique. Watching the rewards unfold for each family brings me happiness on a personal level.

 

Welcome! 

Revealing your hopes and fears regarding your livelihood is a process that requires trust. How do you find a financial advisor whom you can trust? Start by talking with a fee-only, fiduciary Certified Financial PlannerTM (CFP) who does not sell commission-based investments, annuities or insurance.

Wealth management is not just for the wealthy. We provide full-service investment management services on a flat-fee or hourly basis. Our clients enjoy these services:

  • Experienced, proven advisor who has only your best interests in mind
  • Enduring, consultative client relationships that span generations (since 1994)
  • Objective (non-commissioned), balanced advice that is within your personal risk tolerance
  • Efficient web-based, step-by-step education, planning and analysis process
  • Diversified portfolio management: Stocks, bonds, real estate and cash using no-load mutual funds and low-cost ETFs
  • Service-oriented, proactive coordination and monitoring of your investments and goals 

Graphic: Fiduciary 101, What Consumers Need to Know to Protect Themselves

 

Get Started: Complimentary Consultation, Online Planning Lab

To schedule a 30-minute complimentary phone consultation, click Free Consult

To schedule a compilmentary in-person meeting, click Contact and give us a call.

A meeting is a wonderful opportunity for you to ask questions in a relaxed setting. If we're a good fit, we can work together to create a plan. We are low-key: we never pressure you or sell to you.

To explore financial planning and experiment with an online financial planning lab, click Get Started

We also invite you to call or email us regarding our services and any of your financial questions, any time.

 

 

 

 

 

 

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck