Steven S. Erickson
JD, MBA®, CFP®, NAPFA-RFA, CRM, AWMA, CRPC
Founder of a fee-only, independent, CFP® professional and fiduciary firm which provides financial planning, retirement and investment advice in Columbia and Jefferson City Missouri. This fee only (commission-free) and fiduciary, financial advisory firm based in central Missouri provides professional, objective advice designed to help achieve the client's most heartfelt goals.
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. Later as an Assistant Professor at Washington University, St. Louis, MO, Steve attended Webster University, St. Louis, MO, where he earned two Master’s Degrees – one an MBA® and the second in Computer Resource Management. Setting his sights even higher, Steve then attended law school at the University of Missouri-Columbia, Columbia, MO, to earn his Juris Doctor (JD) degree. Immediately after becoming a licensed attorney, Steve was recruited to join a leading financial services firm.
Steve is a long-time member of the National Association of Professional Financial Advisors (NAPFA), a fee only, fiduciary based association, the Mid Missouri Estate Planning Counsel and retains his Attorney status with the Missouri Bar as an inactive (nonpracticing) member.
Having been a part of the financial planning, investment and retirement services industry for more than twenty years, Steve can say that he’s always loved helping families achieve their financial goals. In his early years, he learned that he disliked selling products (and that people don’t like to “be sold”). Consequently, he moved to a completely conflict-free, advice-oriented business model by founding his own fee only firm - the first of its kind to serve Jefferson City and Columbia, Missouri. As an independent advisor, he now provides objective advice, comprehensive financial planning services, and investment management on a fee only basis.
Steve holds the CFP® mark of distinction as a Certified Financial Planner and also holds credentials as an Accredited Wealth Management Advisor and Chartered Retirement Planning Consultant. He is particularly proud to be a NAPFA-Registered Financial Advisor. Steve’s firm is a Registered Investment Advisor in Missouri which means he is legally required and ethically obligated to serve as a fiduciary to his clients. Even though he is a non-practicing attorney, Steve’s legal training brings an in-depth understanding of complex estate planning.
Steve’s wife works as an attorney and they have two wonderful sons with whom he volunteers his time at school and in their extracurricular activities. Steve served as the Secretary in his local Rotary Breakfast Club. Steve currently serves as the Director of SCORE for the Jefferson City area – an all-volunteer organization that helps start-up companies get off on the right foot with free advice and counsel. He enjoys spending as much time as possible with his family. Steve also loves to golf and has a passion for playing competitive bridge.
Steve is a fee only investment adviser who primarily helps small business owners, professionals such as doctors and lawyers, and those in or nearing retirement to solve the many retirement, investment, and financial challenges that arise at the critical years shortly before and during retirement. He predominately serves Columbia, MO, Jefferson City, MO, and the mid Missouri area communities.
Mid-Missouri clients can now get independent, unbiased, objective advice for their investment portfolio and retirement issues. We stress the attributes of transparency, integrity, and fidelity to the client. Steven Erickson has earned an incredible array of credentials to support his effort to help the client: Earned law degree, JD, MBA®, Certified Financial Advisor® CFP®, Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor. He is among the top advisors as a member of the exclusive planning organization called NAPFA and also is a member of the Mid-Missouri Estate Planning Council. Managing the wealth of clients is the primary focus whether a professional, small business owner, soon-to-be retiree, or retiree. Wealth management allows the client to more easily prepare for and live the retirement they have sought for years.
• National Association of Personal Financial Advisors (NAPFA)
• Missouri Bar Association-Member (Non-practice Status)
• Mid-Missouri Estate Planning Council
• SBA and Jefferson City Chamber of Commerce as their local SCORE Director
• Member of the Jefferson City Breakfast Rotary Club