General Info

Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm. We are located in Beaverton, Oregon, and our 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.