Erickson Partners, LLC is a fee-only financial planning and wealth management firm based in Roseville, California. As a registered investment adviser, the company operates under a fiduciary standard, focusing on providing objective advice to help clients align their financial resources with their life goals and values. Their services encompass comprehensive financial planning, investment management, retirement planning, and wealth management, aiming to deliver personalized strategies for a diverse clientele. The firm was registered as an investment adviser in 2012.

Founded in

United States