Erickson Advisors

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Overview

Linda P. Erickson, CFP® and Lauren Erickson, CFP®

Founded in 1991 by Linda P. Erickson, a CERTIFIED FINANCIAL PLANNER™ professional, Erickson Advisors has had the privilege of growing as a family business. With offices in Greensboro and Durham they are now venturing into their third decade of building relationships based on providing trusted advice with integrity, honesty and respect. Linda and Lauren are a mother-daughter ensemble team, each with distinct responsibilities & strengths, both committed to maintaining a welcoming space for clients where they strive to create security, make the complex simple and build meaningful impact in people’s lives.

They manage client wealth through a thoughtful investment lens, incorporating Impact, ESG (Environmental, Social and Governance) and traditional investing strategies into their planning methods to meet your best interests and goals. ​

Utilizing a consultative approach, Linda and Lauren focus on educating and empowering their clients, giving you the knowledge and guidance you need to take control of your financial life.  This means you have a team behind you, cheering you on, showing you how to position your money to realize lifetime financial independence, and to benefit your family for generations.

Message

Erickson Advisors is working remotely in effect, keeping normal business hours:
Mon-Th 9-5pm (closed 12-1:30pm) Friday 9-2pm

We can be reached via email or via our office phone number and corresponding extensions. All meetings have moved to a virtual platform or are being conducted by phone and if a client needs to come to the office for any reason we have safety measures in place per the CDC guidelines to execute any pressing tasks.

LINDSAY GRIFFIN 919-595-0619, x1101
Marketing Manager
Part of your Financial IMPACT Planning Team

Recent Articles

Navigating a Great Transition

December 16th, 2019|Financial Planning & Money Management|

Preparing for a Great Transition from one generation to the next has been on our minds recently. We realize the challenges of the several aspects of this Great Transition: healthcare, custodial or long term care, housing for the aging generation, and the need for resources by the younger generation who [...]

User Beware!

September 5th, 2019|Financial Planning & Money Management|

In two recent conversations, one with a client and another with a much loved aunt, I learned they were using a bank account debit card for everyday purchases. I thought everyone was aware that debit card fraud has become a major risk that we all should want to avoid. [...]

Summer Fun and Financial Preparedness – They Can Go Together

June 11th, 2019|Financial Planning & Money Management|

Summertime is often a favorite time for families to get together at the beach house, the lake house, or other places of cherished family memories. If you are planning a backyard get-together or a more elaborate gathering, consider adding something significant as well as memorable to those precious moments together. [...]

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