ERICKSON FINANCIAL GROUP, LLC

Overview

Erickson Financial Group, LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines asset-based fees with hourly and fixed-fee arrangements, allowing flexibility across comprehensive planning engagements and managed portfolios. Investment behavior is skewed toward liquid equity exposures, with a clear preference for exchange-traded products and equity strategies. The firm is not positioned as a capital allocator; instead it deploys third-party vehicles and mutual funds alongside direct equity positions. Erickson Financial Group does not report active ESG integration and currently operates as a single-state registered adviser.

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Public Holdings

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Location & Offices