Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm. We are located in Beaverton, Oregon, and our advisors are Dave Erlandson, CFP and Patrick Steers, CRPC. We provide financial planning, investment management, college planning, retirement income planning, protection analysis, tax review, mortgage advice and estate planning.
Erlandson Wealth is a fee-only fiduciary firm: we do not earn commissions or receive referral compensations of any kind, and we put our clients' best interests first. We enjoy helping people in all financial situations evaluate, grow and protect their assets. We can remotely work through a complete financial planning process.
Erlandson Wealth is a fee-only fiduciary firm: we do not earn commissions or receive referral compensations of any kind, and we put our clients' best interests first. We enjoy helping people in all financial situations evaluate, grow and protect their assets. We can remotely work through a complete financial planning process.
Services
Dave is a Certified Financial Planner (CFP) and a registered Accredited Investment Fiduciary (AIF(R)). He is registered as a fee-only advisor with The National Association of Personal Financial Advisors (NAPFA). Erlandson Wealth Management, LLC is a Registered Investment Adviser (RIA) firm. Dave has a B.A. degree in Mandarin Chinese from the University of Oregon, and he has been serving clients at Erlandson Wealth since 2011.
A CFP is trained to handle every area of personal financial planning in a holistic manner. No stone is left unturned. When your personal plan is in place, you can sleep soundly, confident that you are well-positioned and not making costly mistakes. You are protecting and accumulating wealth! We are fee-only advisors who offer a disciplined approach to investment management.
We begin our streamlined process with consultation, during which we answer any of your questions and explain our planning process. You can start with a complimentary, 30-minute phone call, and follow with a complimentary in-person or virtual meeting (about one hour). Bring only your questions and your basic financial information.
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