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.
MEET THE TEAM
WE ARE PROUD TO WORK WITH AND SUPPORT THE FOLLOWING ORGANIZATIONS
Croatan Institute is an independent, nonprofit research institute whose mission is to harness the power of investment for social good and ecological resilience by working at the critical nexus where sustainability, finance, and economic development intersect. With initial funding from foundations, sustainable investment groups, civil society, and community development organizations, the Institute’s activities address some of the most complex sustainability challenges of our time, often in close partnership with practitioners in the field and movements for social and environmental change.
The SKJAJA Fund’s mission is to provide underprivileged children in Chapel Hill and Carrboro, North Carolina the opportunity to participate in social and educational enrichment activities such as, but not limited to: team sports or camps, art or dance classes, educational camps; school band/orchestra, etc.
HABITAT FOR HUMANITY - GREATER GREENSBORO
Habitat Greensboro has an open-door policy: All who believe that everyone needs a decent, affordable place to live are welcome to help with the work, regardless of race, religion, age, gender, political views or any of the other distinctions that too often divide people. Habitat Greensboro welcomes volunteers and supporters from all backgrounds and also serves people in need of decent housing regardless of race or religion.
ORANGE COUNTY RAPE CRISIS CENTER
The Orange County Rape Crisis Center is a 501(c)3 non-profit agency serving Chapel Hill, Carrboro, Hillsborough, and surrounding communities since 1974. They provide 24-hour crisis intervention services to survivors of sexual violence.
Their services include our 24-Hour Help Line, support groups, workshops, and therapy referrals. Additionally, the Center offers educational programs for raising awareness about sexual violence and teaching prevention skills
CHAPEL HILL CHAMBER OF COMMERCE
The Chapel Hill-Carrboro Chamber of Commerce is a membership organization that serves and advances the business interests of our community and builds a sustainable community where business thrives.