Erickson Financial Group, LLC

Erickson Financial Group, LLC is a registered investment advisor established in December 2013 and registered with the U.S. Securities and Exchange Commission in February 2019. The firm, located in Allentown, PA, specializes in offering investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. As a fiduciary, Erickson Financial upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate potential conflicts of interest. The firm primarily provides customized investment advisory solutions through continuous personal client contact, offering discretionary investment management and related advisory services. Investment portfolios typically consist of exchange-traded funds (ETFs), low-cost mutual funds, and individual equity securities. The firm's investment approach is long-term focused, but positions may be bought, sold, or reallocated as needed. Clients have the opportunity to place reasonable restrictions on their portfolios. Erickson Financial manages $169,212,484 in client assets as of December 31, 2024, with $166,326,100 managed on a discretionary basis and $2,886,384 on a non-discretionary basis. The firm's fee structure is based on a tiered schedule, and fees are billed monthly based on the market value of assets under management. Clients may request more current information at any time. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have full control over voting their securities, and the firm does not accept proxy-voting responsibility. For more information, clients can visit the SEC's Investment Adviser Public Disclosure website or contact the firm directly at (484) 209-5270.