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Financial Advisors in Greensboro and Durham, NC

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Whether building your future, securing a legacy or adjusting to life transitions - it's time to reach for your financial independence. Get an expert consultation from one of our trusted financial advisors.
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Erickson Now Advantage™

is a personalized investment and planning program just for you.

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The

WHAT

Our financial planners build customized investment frameworks and planning solutions with impact and purpose.

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The

Why

We believe every person has the potential to build a future aligned with their values, to enjoy today and look forward to tomorrow. Financial planning is a bridge to a secure and stress-free future. 

Our Story
The

Who

We are your tireless partners. As fiduciaries, our team of financial advisors is committed to your best interests and planning for your financial security.

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GREENSBORO
301 N. Elm Street, Suite 301
Greensboro, NC 27401
P: 336-274-9403
F: 336-273-0217

DURHAM
3001 Academy Rd., Suite 110
Durham, NC 27707
P: 919-595-0619
F: 336-273-0217

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