Erickson Advisors
Financial ServicesNorth Carolina, United States2-10 Employees
Erickson Advisors is a small financial services firm operating as a fee-based registered investment adviser. It uses a consultative approach designed to educate and empower its clients. With more than thirty years of experience, the firm works with individuals, families, and businesses to optimize both long-term goals and immediate financial needs. Through Erickson's Now Advantage program, the practice provides a full range of personalized investment and planning services tailored to retirement goals, legacy planning, and values-based investing. The company maintains two locations in North Carolina, in Durham and Greensboro. Securities are offered through Cetera Wealth Services, LLC, while advisory services are provided through Cetera Investment Advisers LLC, with Cetera entities under separate ownership from Erickson Advisors.