Description

Erickson Advisors is a family-owned wealth management firm that treats its clients like family. Each client relationship is built on asking the right questions and listening for the essential answers. We learn what’s important to you and create a custom plan for your personal wealth management, explaining your options in a clear manner. As fiduciaries, we act in relationships of trust and responsibility, offering caring support so you can provide for yourself and have a lasting legacy for your family, alma mater, or community. We realize that the true worth of money is its ability to empower people to live their values. To meet your goals, Erickson Advisors seeks strong opportunities in the investment landscape. We can manage all the details of your financial needs and concerns, freeing you to take care of the other important things in your life. Erickson Advisors handles investment and retirement accounts, develops financial strategies, and works with families in their management of trusts and estates. The Erickson Advisors team can help you cope with changes in your life and help plan for a financially secure tomorrow.

Local branch of a major mortgage lender established in 1994. We are dedicated to providing superior customer service to borrowers with diverse products.

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

NMLS #46497 NC License I-103411