• Erickson Advisors

    • Financial Services
    • Insurance
    • Retirement
    • Business Resources
    3001 Academy Road
    Suite 110
    Durham, NC 27707
    919-595-0619
    Hours:
    Monday -Friday 9am-5pm

    About Us

    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 read more
    • About

      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. Lauren and Linda 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 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 and guiding you towards your strengths.

      We are here to help you be your best self so you can go out into the world and make an IMPACT.

    • Media

    • Whom to Contact

      • Brittany Clifton
        Advisor Support Specialist
        301 North Elm Street
        Suite 301
        Greensboro, NC 27401
        Phone: (336) 274-9403
      • Marissa Erickson
        Digital Communications Manager
        3001 Academy Road, Suite 110
        Durham, NC 27707
        Phone: (919) 595-0619
      • Lauren Erickson, CFP®
        Financial IMPACT Advisor, Managing Partner
        3001 Academy Road, Suite 110
        Durham, NC 27707
        Phone: (919) 595-0619
      • Linda P. Erickson, CFP®
        Financial Advisor, Senior Partner
        301 North Elm Street
        Suite 301
        Greensboro, NC 27401
        Phone: (336) 274-9403
      • Lindsay Griffin
        Business Development Specialist
        3001 Academy Road Suite 110
        Durham, NC 27707
        Phone: (919) 595-0619
      • Emily McCall
        Client Services Manager
        301 North Elm Street
        Suite 301
        Greensboro, NC 27401
        Phone: (336) 274-9403

       

       

    • Chapel Hill-Carrboro Chamber of Commerce
      104 South Estes Drive
      P.O. Box 2897
      Chapel Hill, NC 27515
      (919) 967-7075 Fax: (919) 968-6874
      info@carolinachamber.org

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