After decades of service and experience, we remain passionate about helping our clients succeed with financial plans that become an integral and fundamental part of their lives. Watching the unique rewards unfold for each family brings us happiness on a personal level.

We are proven advisors with enduring, consultative client relationships that span generations (since 1994). Each year, we spend a considerable amount of time in formal learning to keep up on the dynamic financial marketplace. We care about building and safeguarding our clients’ prosperity, and we love our work!

It is never too early or too late to begin the planning process. We address your concerns and help you feel the security that comes with taking charge of your future.

Our process

Our streamlined process begins with a complimentary consultation, which serves to answer any of your questions and to explain our planning process.

We offer highly personal service and a measured approach to financial planning, college planning, retirement planning, fiduciary investment management and estate planning. We use industry-leading software to create a plan with you, and we make sure that you understand how your money is working for you.

We are service-oriented, and we proactively coordinate and monitor your investments and goals. 

Our core values

Personally crafted portfolios

We believe that diversification is the best method for risk management. We use our knowledge to balance your portfolio so that you reap ideal returns over longer time frames while comfortably weathering short-term fluctuations. We focus on identifying the right mix for you, personally crafting each portfolio by taking into consideration your goals, your time frame, your investing experience and expectations, and your risk tolerance (you must rest easy).  

Fee-only advice for Transparent investing

Being fiduciary advisors means that we do not receive compensation based on financial products that we recommend to you— thus we put you and your best interests first. We never pressure you or sell you products that earn commissions for us. Rather, we charge a flat fee to create a financial plan and give you advice on your investments, even if we do not manage the investments. If our firm manages some or all of your investments, we charge a percentage of the assets under management instead of a flat fee. We are happy to help you, no matter which advice model you choose.

Low-Cost Funds with No Hidden fees

We want you to keep as much of your valuable assets as possible, so we recommend low-cost index funds and exchange-traded funds (ETFs). You do not pay loads (commissions), and we do not advise you to invest in vehicles that carry surrender charges.

For assets under our management, we use Charles Schwab as the custodian to hold your accounts. We receive no commissions from Charles Schwab, so we enjoy providing transparent personal counseling without conflicts of interest; we are not limited in the products that we can offer you.

Whom can you trust?

Sharing your hopes and fears regarding your livelihood is a process that requires trust. How do you find an ethical financial advisor whom you can trust?

fiduciary RIA Firms

Erlandson Wealth Management is a Registered Investment Advisor (RIA) firm. By law, RIA firms must act as fiduciaries, that is, putting their clients’ best interests first at all times, disclosing any conflict or potential conflict of interest before and during advisory sessions. Your planner should not sell commission-based investments, annuities or insurance.

Graphic link: Fiduciary 101, What Consumers Need to Know to Protect Themselves

Certified Financial Planner™ (CFP®)

Anyone can call himself or herself a financial advisor, including financial planners, insurance agents, brokers and investment advisors. However only a small percentage of advisors have earned the CFP® designation.

Only a Certified Financial Planner has met the education, examination, experience and ethics requirements mandated by the CFP Board of Standards, Inc., an independent, professional regulatory organization that exists to benefit and protect the public.  

CFP Board Website: Why CFP Certification Matters

NAPFA-registered fee-only advisor

  The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of fee-only financial advisors. Fee-only advisers do not collect commissions or referral fees from other providers, and they can be paid hourly, on a retainer, as a percentage of assets under management, or via a flat fee, depending upon the planner you choose.

NAPFA: What is a fee-only advisor?