Erlandson Wealth Management

Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm dedicated to empowering individuals and families to achieve financial clarity, peace, and prosperity. Founded in 1994, we have helped countless clients navigate the complexities of financial planning with personalized guidance and unwavering support.

Our Team

Our team consists of experienced and certified financial professionals:

• Dave Erlandson, CFP: Founder and Principal Advisor with over 30 years of experience in financial planning and investment management.
• Patrick Steers, CRPC: Senior Wealth Advisor with a deep understanding of retirement planning and risk management.

Our Approach

We take a holistic approach to financial planning, addressing all aspects of your financial life, including:

• Financial Planning: Creating a comprehensive roadmap to achieve your financial goals, including retirement planning, estate planning, investment management, and tax planning.
• Investment Management: Developing and managing diversified portfolios that align with your risk tolerance, goals, and investment horizon.
• Retirement Income Planning: Strategies to ensure a comfortable and secure retirement.
• Protection Analysis: Identifying and mitigating potential risks to your financial security.
• Tax Review: Optimizing your taxes to maximize your wealth.

Client-Centric Philosophy

Client-centeredness is at the core of our philosophy. We believe in:

• Transparency: We provide clear and concise explanations of our process, fees, and investment strategies.
• Communication: We maintain open and regular communication, keeping you updated on your financial plan and investment performance.
• Collaboration: We work in partnership with you to make informed financial decisions.

Your Financial Journey

Whether you need help with retirement planning, estate planning, or comprehensive financial guidance, Erlandson Wealth Management is here to support you. We are committed to helping you take charge of your financial future and achieve your financial goals.