Erlandson Wealth Management

Erlandson Wealth Management is a financial planning and investment management firm run by two advisors, Dave Erlandson, CFP, and Patrick Steers, CRPC. The firm offers financial planning, investment management, college planning, retirement income planning, protection analysis, tax review, mortgage advice and estate planning, and it has been serving clients since 1994.

The firm is a fee-only fiduciary, so it does not earn commissions or referral fees on the products it recommends. Clients pay either a flat fee for planning and advice or a percentage of assets when the firm manages investments, which are held at Charles Schwab. Work can be done in person at the Beaverton office or remotely, and a complimentary phone consultation is the usual first step.