Welcome!





Erlandson Wealth Management an investment adviser registered with and regulated by the state of Oregon, Division of Finance and Corporate Securities, # IA-3415.



David S. Erlandson, CFP®, is the Principal and Investment Adviser Representative (19 years experience).



• Personal investment advice and service from Dave (and Michelle, service) on client accounts which are held at our independent, third-party custodian, TD Ameritrade.

• Instant, online access to your investments and monthly statements from TD Ameritrade.

• Portfolio reports using Morningstar Office - research and historical performance.

• No-load, no commission investment securities such as mutual funds and exchange traded funds (ETFs) offered by companies like Vanguard and iShares. No insurance product sales (we can help place no-load insurance direct with various carriers).

• Enduring client relationships that span generations (since 1993).

• Experienced and trusted Certified Financial Planner™ (CFP®). A CFP® is trained to handle every area of personal financial planning in a holistic manner.

• Comfortable and efficient step-by-step financial planning process.

• Objective and comprehensive wealth management analysis and personal education.

• Balanced investment advice within your personal risk tolerance.

• Service-oriented coordination and proactive monitoring of your personal financial goals.

• Fee-only, affordable financial planning and investment management.



I am passionate about helping my clients succeed with their financial plans, which become an integral and fundamental part of their lives.

I still enjoy my work, after all of these years (19), because each case is unique, and watching the rewards unfold for each family brings me happiness on a personal level. Please feel free to call me at 503.746.9275 with your questions, or email dave@erlandsonwealth.com . Thanks for viewing this profile! - Dave.

Erlandson Wealth Management, Registered Investment Adviser

David Erlandson, CFP®, Principal

July 2011 - Present

Beaverton, Oregon

We provide investment management and personal financial planning advice, based on 19 years of industry experience. Fee-only advisers do not collect commissions from securities, investments or referral fees paid by other product or service providers, and are not restricted to recommend any specific mutual funds, annuities or insurance policies.

Our clients' investment accounts are held independently at our investment custodian, TD Ameritrade Institutional.

Ameriprise Financial

Independent Franchise Owner, Financial Advisor

September 1993 - June 2011

Beaverton, Oregon

Personal financial planning for investments, retirement income strategies, tax management strategies, and protection planning/family security.