Erickson Advisors

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Erickson Advisors - Linda and Lauren Erickson
Erickson Advisors - Lauren and Linda Erickson
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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.

Recent Articles

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. [...]

Clean Up. Fix Up.

March 18th, 2019|Estate Planning|

Spring cleaning used to be a time when we really cleaned. Now it’s an expression for an exercise where many of us resolve to “get organized” or “get my affairs simplified” or some version of launching a new year with a better version of the old. As we age, this [...]

Gifts with Impact

January 14th, 2019|Financial Planning & Money Management|

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 [...]

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