Steven Erickson

CFP®, MBA, JD, CRPC®, AWMA

Erickson Financial Solutions, LLC

Owner

Steven Erickson

CFP®, MBA, JD, CRPC®, AWMA

Erickson Financial Solutions, LLC

Owner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Steven Erickson, CFP®, MBA, JD, CRPC®, AWMA

(573) 874-3888

Fee-Only Financial Advisor serving Columbia and Jefferson City, MO.

Steven Erickson is a Columbia, MO fee-only financial planner. Erickson Financial Solutions, LLC 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, Steven Erickson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Steven S. Erickson, JD, MBA, CFP®, NAPFA-RFA, CRM, AWMA, CRPC
Steve Erickson is founder of Erickson Financial Solutions, LLC, an independent, fee-only (commission-free) financial advisory firm with offices in Columbia and Jefferson City, Missouri. While Steve has long held an interest in investing, it was his desire to provide professional, objective advice as a fiduciary that efficiently integrates the client’s entire situation that motivated him to establish his own firm.

Steve served in the military for eleven years, many of those years as a helicopter instructor pilot, after graduating from Wake Forest University, Winston-Salem, NC, with a BA in Psychology. Later as an Assistant Professor at Washington University, St. Louis, MO, Steve attended Webster University, St. Louis, MO, where he earned two Master’s Degrees – one an MBA and the second in Computer Resource Management. Setting his sights even higher, Steve then attended law school at the University of Missouri-Columbia, Columbia, MO, earning his Juris Doctor (JD) degree.  Immediately after becoming a licensed attorney, Steve was recruited to join a leading financial services firm.

Having been a part of the financial services industry for more than twenty-two years, Steve can say that he’s always loved helping families achieve their financial goals. In his early years, he learned that he dislikes selling products (and that people don’t like to “be sold”). Consequently, he moved to a completely conflict-free, advice-oriented business model. As an independent advisor, he now provides objective advice, comprehensive financial planning services, and portfolio management on a fee-only basis.

Steve holds the CFP® mark of distinction and the Accredited Wealth Management Advisor and Chartered Retirement Planning Consultant credentials from the College for Financial Planning in Denver, CO. He is particularly proud to be a NAPFA-Registered Financial Advisor. Steve’s firm is a Registered Investment Advisor in Missouri which means he is legally required and ethically obligated to serve as a fiduciary to his clients. Even though he is a non-practicing attorney, Steve’s legal training brings an in-depth understanding of complex estate planning.

Steve volunteers in Jefferson City through Rotary and the Chamber of Commerce. Steve’s wife is an attorney for the State Missouri. They have two wonderful sons. Steve enjoys spending as much time as possible with his family. Steve also loves to golf and has a passion for playing competitive bridge.

Steven Erickson 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

Erickson Financial Solutions can help you integrate the many complicated facets of your life. With the help of several diverse, but important, professional experts, we’ll provide a seamless holistic plan of action to support and help you achieve your goals. We are dedicated to providing objective, unbiased advice as a fiduciary that removes the clouds and helps you see the big picture of your entire financial situation.

Areas of expertise include:  

  • Holistic Financial Planning

  • Retirement Planning

  • Portfolio Management 

  • Cash Flow Management 

  • Tax Planning 

  • Investment Planning 

  • Insurance Planning 

  • Estate Planning

While we focus on providing holistic financial planning services, investment planning and management is a specialty of ours. Our allocation and selection of investments is based upon growth and stability that is dictated by the goals and resources of the client.  Theories are nice, but what gives you peace of mind in your quest to achieve your goals is more important.  Ultimately, you must make the decision and commit to a long-term program of investing, and we are here to help guide or doirect you through that process.

We feel an obligation to explore and explain the pros and cons of investment alternatives and the potential consequences of mixing and matching investments.  We provide context to and explanation of what an investment can or can not do.  Our bias is to use equity investments until the client is comfortable that growth is no longer an issue, or the client is uncomfortable with the investment type.  The reality is, however, that for most Americans growth will be needed throughout retirement.

Of course, any plan must be tempered with your investment tolerance and ability to stay the course.  A reasonable plan, well executed, is far superior to a superb plan, poorly executed. When you’re ready to hear the voice of reason, think Erickson Financial Solutions. We're here ready to help you move with confidence toward your goals.

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)
    Steven Erickson 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)
    Steven Erickson 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 Steven Erickson

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Office Locations:

  • 3610 Buttonwood Blvd
    Suite 200
    Columbia, MO 65201
  • 123 Adams Street
    Jefferson City, MO 65109

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