Fee-only investment management
David S. Erlandson, CFP®, Certified Financial Planner™
Based in Beaverton, Oregon, our registered investment adviser firm serves Beaverton, Hillsboro, Tualatin and the greater Portland area. The firm assists clients across the United States.
Our structure cuts out the "middle man" costs associated with most of the big-brand, big-box firms.
Our clients' investment accounts are safely held at TD Ameritrade Institutional. TD Ameritrade efficiently provides traditional services for your accounts, such as online access, monthly statements, FDIC insured checking accounts and trading.
Are you motivated?
Are you motivated to enjoy a comfortable retirement? Perhaps you are on track to meeting your goals, or possibly you already have the resources set aside.
Given your current plan, maybe you feel anxiety about maintaining your lifestyle, independence and dignity throughout your life. You might wonder if your plan and resources are adequate.
In the back of your mind, are you thinking, “What is the smartest way to build financial resources and live off of them in retirement?”
If you have some or all of these thoughts, you are in good company!
Take control of your personal financial security
A trusted statistic shows that people who write down their goals are ten times more likely to achieve them.
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.
Investment-based advice and planning
We help our clients
We do not sell financial products-- we manage investments.
Fee-only advice for informed, confident decisions
Like many knowledgeable, experienced and ethical advisors, we have gone independent to help our clients as fee-only advisors. Because we are not affiliated with a broker-dealer, we enjoy providing personal counseling without commissions and conflicts of interest. In other words, we put you and your best interests first: your feelings, your thoughts and your concerns.
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.
We are low-key. We never pressure you or sell to you.
Our approach: easy going and easy
We make the financial planning process painless and efficient.
We start with an initial complimentary phone or office consultation. If we are a good fit, you bring your information and relax. We educate, we coordinate, and on an ongoing basis, we efficiently manage your financial plan.
Wealth management since 1994
Scan our pages
Whether you are looking for an advisor for the first time or simply seeking a second opinion about alternative services, we invite you to scan our pages. You will learn about our services, and you can link to informative material at the Financial Planning Association site.
We hope that you consider using our services. Please feel free to email us: Contact us regarding any of your personal wealth management and financial planning questions.
Let's see if we are a good fit! Take action and request a phone or office Complimentary consultation for questions or portfolio review.