# Erickson Financial Group

Erickson Financial Group is a Bank / Wealth / Trust based in Allentown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Allentown, United States
- **Region:** North America
- **Address:** Allentown, PA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** ericksonfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/erickson-financial-group

## Regulatory record

- **CRD number:** 299818
- **SEC file number:** 801-120774
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-26T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299818

## About

Erickson Financial Group launched in 2013 as an Allentown-based registered investment advisor, founded by principal Kenneth Erickson. The firm serves individuals, high-net-worth families, and other entities across the Lehigh Valley region, operating under the fiduciary standard that requires advisors to place client interests ahead of their own. The firm's service mix spans asset management, comprehensive financial planning, portfolio management, and pension consulting. For retirement plan sponsors, Erickson provides investment selection, monitoring, and participant education services. The firm's geographic footprint centers on eastern Pennsylvania, with the Lehigh Valley's manufacturing, healthcare, and logistics sectors forming the economic base of its client community. Erickson Financial Group operates as a boutique wealth manager with a deliberately contained footprint. The firm maintains a single office in Allentown, reflecting a model built on direct client relationships rather than scale. Its pension consulting practice serves local businesses, while its private wealth side advises individual clients on investment management and retirement income strategies. As a registered investment advisor rather than a broker-dealer, Erickson Financial Group operates under a regulatory structure that mandates fee transparency and a duty of care. This fiduciary framework shapes the firm's posture — it cannot sell commission-based products that might conflict with client outcomes, a structural constraint that defines how it competes with larger national wealth managers in the Pennsylvania market.

## Sectors

- Wealth Management
- Financial Planning
- Pension Consulting

## People

- Kenneth Erickson — Principal

## Related profiles

- [Erica Hall Wealth Advisors](https://altss.com/profile/erica-hall-wealth-advisors)
- [Ericsson](https://altss.com/profile/ericsson)

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Last updated: 2026-06-03T20:00:00.000Z

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