Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm. We are located in Beaverton, Oregon, and our fiduciary advisors are Dave Erlandson, CFP and Patrick Steers, CRPC. We provide financial planning, investment management, college planning, retirement income planning, protection analysis, tax review, mortgage advice and estate planning. Erlandson Wealth is a fee-only fiduciary firm: we do not earn commissions or receive referral compensations of any kind, and we put our clients’ best interests first. We enjoy helping people in all financial situations evaluate, grow and protect their assets.
View Top Employees from Erlandson Wealth Management| Website | http://www.erlandsonwealth.com |
| Revenue | $4 million |
| Employees | 3 (3 on RocketReach) |
| Founded | 2011 |
| Address | 14780 SW OSPREY DR, Beaverton, Oregon 97007, US |
| Phone | (503) 746-9275 |
| Technologies |
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| Industry | Investment Management, Investment Banking, Finance |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies |
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Erlandson Wealth Management Questions
The Erlandson Wealth Management annual revenue was $4 million in 2024.
3 people are employed at Erlandson Wealth Management.
Erlandson Wealth Management is based in Beaverton, Oregon.
The NAICS codes for Erlandson Wealth Management are [561110, 5611, 56111, 561, 56].
The SIC codes for Erlandson Wealth Management are [87, 874].
Top Erlandson Wealth Management Employees
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13
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ViewPatrick Steers
Financial Planning and Portfolio Analyst at Erlandson Wealth Management
Beaverton, OR, US31
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