Jennifer has been my advisor for over a year and I have been working with her for three and a half…read moreyears now. As my advisor, Jennifer is ever patient to explain different strategies to me, to research different options given my unique situation and to be direct when I need an honest opinion (read, tough love) as to what is feasible and what is not when it comes to my financial goals and objectives. She is extremely through and has been so wonderful helping me figure out how I am to put myself through college while working full time, saving for retirement, proper investment allocation AND debt reduction strategies! Her summary's and follow-up emails keep me accountable, especially with the hustle and bustle of everyday life! As my employer, as someone who aspires to go into the financial field (although as exactly what, I have no idea) her advice and explanations of the bigger picture behind her strategies are extremely helpful! She has taught me so much and I have grown noticeably under her wing that the impact on my life, both professionally and personally, will be felt for years to come. Jennifer's work with her clients is top notch and hard to compare too. She genuinely cares for the people who she works with and each relationship she has is tailored to their specific and individual needs. Also, her attention to detail is impeccable! If you are looking for someone to help you with your financial planning matters, I would highly recommend meeting with Jennifer to see if it is a good fit for what you are looking for!

Jennifer was recommended to my wife and I by a good friend in the financial business. We have been…read moreworking with her for a year, and have had great interactions with her and good advice. She doesn't pressure us to purchase things that we don't want/need and she has provided simple to follow instructions via email and snail mail for the decisions we have made. We also love the tea/coffee and fancy chocolates that we get when we visit.

I was a happy client of Erickson Wealth for couple of years and the process seemed straightforward…read more For some reason I was dropped off as a client from the 2016 tax filing cycle. I filed my own extension and made three calls to re-initiate the process and file the return. I received an email that the reason why I haven't been contacted was probably because I have changed my home address or email. It was a strange excuse since that email reached me quite fine and my home address and phone numbers have not changed at all. I never got an answer back how to proceed with the filing following the email so I engaged another wealth management firm. Not sure about the reason for this recent drop of service. Maybe they got too busy with other clients or maybe my overall wealth volume with few properties and a small business is suddenly below the client threshold of Curtis Wealth.

Curtis has handled my taxes for several years now. He has always done a good and thorough job, and…read moremakes things easy for me by doing everything electronically (accepting files, communicating via email, etc). He is quick to respond to questions throughout the year.

Just finished talking with a rep. Question about RMDs, transfers, and taxes. Friendly, clear,…read moreconcise. I explained my thoughts, and they filled in the blanks. So glad I don't need to go downtown.

the suck. use vanguard…read more can't even get verified when I have a social security number. Vanguard helped me right away and im already funding my IRA.

EP Wealth continues to be our trusted partner in financial planning. Laura Knolle has been key to…read moreour successful retirement. EP Wealth facilitated an estate planning change with the legal counsel paid for by EPW. Our investments have grown at a rate we could never had matched on our own. We have Laura and the team at EP Wealth to thank for our worry-free financial future!

I do not recommend Chad Burton at the EP Wealth Advisors office in the Portland, OR/Vancouver, WA…read moreregion. I was a client when he owned New Focus Financial. In my opinion, Chad and his team were irresponsible when the market turned down in 2007-2008 by not taking action to cut investment losses at a reasonable point in time and it resulted in a serious loss in my assets. It was stunning. There were multiple investments that had no indication of bottoming on the chart and no action was taken when stocks and ETF's were 25% down and falling. It was as if they were ignorant of stop losses and technical chart reading. Chad's response was my assets were managed with a strategy for the 'long run'. And he told me "stop losses are not a guarantee a transaction will occur right at the stop loss if there is a gap down. I understood that. Chad and his team never implemented stop losses on the trades. They made an investment on my behalf but were not actively managing the portfolio of stocks. When the losses had gone past our established risk tolerance threshold I had to instruct Chad to exit my investments and close my account. And there was a delay in having a portion of my account returned and one of his attorney's got involved as an intimidation tactic. The impression Chad gave me was his focus was on radio and seminar appearances with partner Rob Black and his team managed the client assets. Stay away!