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Our Story

Founded in 1991 by Linda P. Erickson, CFP® we have had the privilege of growing as a family business. We now venture into our third decade of building relationships based on providing trusted advice with integrity, honesty and respect. Linda Erickson,CFP®  and  Lauren Erickson, CFP® CSRIC™ are a mother-daughter ensemble team, each with distinct responsibilities & strengths, both committed to maintaining a welcoming space for our clients where we strive to create security, make the complex simple and build meaningful impact in people’s lives.

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

Utilizing a consultative approach, we focus on educating and empowering our clients, giving you the knowledge and guidance that you and your family need to take control of your financial life. This means you have a team behind you, cheering you on, keeping you on task through each twist and turn.

We are tireless partners. We are here to help you plan now and live now.

The Why

At Erickson Advisors we talk a lot about The Why – What motivates our work to create a path for our clients to build their futures aligned with their values. Every day we seek new opportunities for us to nurture meaningful relationships that will allow our clients to enjoy today and look forward to tomorrow.

HOW WE GOT HERE

1991

Linda P. Erickson opens the practice in Greensboro, NC.

1991

1995

In the vanguard of financial industry trends, Linda transitions client accounts to fee-based compensation.

1995

2003

Lauren Erickson joins Erickson Advisors. Lauren becomes Managing Partner in 2012.
2003

2012

Investment committee adopts policy for ESG focused investment strategies and full integration of sustainable investment screens on investments.

2012

2015

Expansion to a second office located in Durham, NC.

2015

2019

Development of Erickson’s Now Advantage full suite of programs offered.

2019

What's your story?

Your story is big part of your financial plan and we'd love to hear it.
Let's Talk

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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© 2023 Erickson Advisors

Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer & Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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