Steven Erickson (AWMA, CFP®, CRPC®, JD, MBA)

Steven Erickson focuses in the
following client markets or areas of practice:

Business Owners

High Net Worth Client Needs

Hourly

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Planning Specialties

Steve Erickson is founder of Erickson Financial Solutions, LLC, an independent, Fee-Only (commission-free) financial advisory firm based in central Missouri. While Steve has long held an interest in investing, it is his desire to provide professional, objective advice that efficiently integrates the client’s entire situation that motivated him to establish his own firm in 1996. The firm operates as a conflict-free, advice-oriented business to provide objective unbiased advice, comprehensive financial planning services, and portfolio management on a Fee-Only basis. He serves as a fiduciary to his clients.
Steve served in the military for eleven years, many of those years as a helicopter instructor pilot, after graduating from Wake Forest University, Winston-Salem, NC, with a BA in Psychology. Steve has earned two Master’s Degrees – one an MBA and the second in Computer Resource Management. Steve also became an attroney. Steve’s legal training brings an in-depth understanding of complex estate planning.
Steve holds the CFP® mark of distinction and the Accredited Wealth Management Advisor and the Chartered Retirement Planning Consultant credentials from the College for Financial Planning . He is particularly proud to be a NAPFA-Registered Financial Advisor.

Additional Information

Erickson Financial Solutions has a tradition of competency and caring for their clients. The President, Steven S. Erickson, began serving as an investment advisor and financial advisor in 1994. Since then his firm has stressed dedication to the client's goals and continued personal training so the client could be more competently served. The firm provides Comprehensive Planning, Retirement Preparation Planning, Retirement Lifestyle Retention Planning, and Portfolio Managemnt. As the only full time Fee-Only advisor in Mid-Missouri, Erickson Financial Solutions is uniquely qualified and independent to exclusively serve the needs of the client.

Steve’s wife works as attorney and they have two wonderful sons with whom they volunteer their time at school and youth sports. Steve is a Rotarian serving the public good. He enjoys spending as much time as possible with his family. Steve also loves to golf and has a passion for playing and teaching competitive bridge.