David S. Erlandson

David S. Erlandson

| CFP®

Erlandson Wealth Management

(503) 746-9275

Contact Me

Fee-Only Financial Planner serving the Beaverton and Portland, OR area.

Specialties

  • Free Initial Consultation
  • Investment Management
  • Retirement Planning

Website

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14780 SW Osprey Drive
Suite 320
Beaverton, OR 97007

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

What is the best way to find a personal financial adviser you can trust? Start by talking with a fee-only, fiduciary (no product sales) Certified Financial Planner™ Professional.

Wealth management is not just for the rich. If you are looking for investment advice or retirement planning, check with us. We provide full-service investment management or flat-fee services on an hourly basis.

Welcome! We are fee-only financial planners serving the Beaverton, OR area for 23  years.

Please check out our educational website and feel free to contact us to arrange a complimentary meeting at our Murrayhill, Beaverton office. - Dave & Patrick







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Erlandson Wealth Management, LLC, is a registered investment adviser in the states of Oregon and Washington. The firm may not transact business in states where it is not appropriately registered, excluded of exempted from registration. Individualized responses to persons that either involve the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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We provide fee-only investment management and retirement planning advice, based on 23+  years of industry experience. A CFP® is trained to handle every area of personal financial planning in a holistic manner.


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Erlandson Wealth Management, LLC, is a registered investment adviser in the states of Oregon and Washington. The firm may not transact business in states where it is not appropriately registered, excluded of exempted from registration. Individualized responses to persons that either involve the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

Read More...