David Erlandson
CFP®, AIF®
Erlandson Wealth Management
Financial Advisor
David Erlandson
CFP®, AIF®
Erlandson Wealth Management
Financial Advisor
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. - David Erlandson, CFP®, AIF®
Fee-Only Financial Planner serving the Beaverton and Portland, OR area.
Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm located in Beaverton, Oregon. Our advisors are Dave Erlandson, CFP and Patrick Steers, CRPC.
We provide financial planning, investment management, college planning, retirement income planning, protection analysis, tax review, mortgage advice and estate planning.
WE ARE HERE FOR YOU DURING THE COVID-19 SHUTDOWN!
We can remotely work through a complete financial planning process. If you are in a position to take control of your finances during this time, you can begin by scheduling a complimentary phone consultation. We are extending our initial complimentary 30-minute phone consult to 60 minutes. Let's chat and get this process started!
Welcome! We are fee-only financial planners serving the Beaverton, OR area for 26 years.
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.
Please check out our educational website and feel free to contact us to arrange a complimentary meeting by telephone or in person at our Murrayhill, Beaverton office. - Dave Erlandson & Patrick Steers
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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 a 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
- In Person and Web-Based Planning
- Retirement Income Planning
- Investment Management
- Late Stage College Planning
- Income Tax Review
- 401k and IRA Advice
Ideal Clients
- Retirees and Near Retirement
- Women Investors
- College-Bound Families
- Small Business Owners
- Corporate Employees
Working Together
- In-Office Meetings
- Virtual Meetings
- Proactive Reporting and Reviews
- Friendly Personal Service
Professional Designations & Affiliations
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David Erlandson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Erlandson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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David Erlandson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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David Erlandson is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Contact David Erlandson
Office Locations:
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14780 SW Osprey Drive
Suite 320
Beaverton, OR 97007
