- Linda P. Erickson, CFP, is the President of Erickson Advisors and a Registered Principal offering securities through Cetera Advisor Networks, LLC. Erickson Advisors has offices in Greensboro and Durham, NC.
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.
Gathering with friends and family over the holidays reminds us how very thankful we are for all that we have. And even though another holiday season has passed and we’re moving into a new year, it’s not too early to think about the next season of giving. Especially when we [...]
If you are wondering if the new tax law will make changes to your estate plan, the answer is “probably not.” The considerations for an estate of $1,000,000 are very different from those of estates over $10,000,000 however. If you fall into the latter category, call your attorney. If you [...]
I was recently at a gathering of friends and the discussion turned to the new tax law. Several of them admitted they may not be able to deduct annual contributions to their favorite charities due to these recent changes. While I don’t know if this fact will alter their commitment [...]