David Erlandson

CFP®

Erlandson Wealth Management

Financial Advisor

David Erlandson

CFP®

Erlandson Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Erlandson, CFP®

(503) 746-9275

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

David Erlandson is a Beaverton, OR fee-only financial planner. Erlandson Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Erlandson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

David Erlandson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    David Erlandson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    David Erlandson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact David Erlandson

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Office Locations:

  • 14780 SW Osprey Drive
    Suite 320
    Beaverton, OR 97007

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