Broker Check

Wealth Management Services

Our clients have access to the investment and planning resources offered through LPL Financial and its Private Client department. Erika Bylund, our founder, holds the Certified Financial Planner (CFP®) and Chartered Retirement Plan Specialist (CRPS®) designations, and has over a decade of experience working with high-net-worth clients. She works with clients to design and manage investment portfolios, implement life/long-term care/disability insurance, and to coordinate advanced planning strategies with clients’ tax and legal advisors.

Core Services

Core Services

  • Asset management & investment portfolios
  • Retirement income solutions
  • Financial planning
  • Life insurance, review of coverage, and case design
  • Long-term care insurance
  • Disability insurance
  • Transitioning assets for heirs of trusts/estates and individuals
  • Business sales and owner exit
  • Retirement plans for business owners
Specialty Services

Specialty Services

  • One-time financial planning engagements & investment reviews
  • Support for CPAs and other tax advisors with respect to investments & qualified retirement plans
  • Support for estate planning attorneys and their clients with respect to account transfers, securities and cost basis transfers, and beneficiary services.
  • Support for family law attorneys in implementing/fulfilling QDROs, spousal benefit transfers, and short-term escrow account investments.
  • Support for personal injury attorneys and their clients for managing settlement benefits or custodial accounts for minors.
  • Consulting on corporate stock option accounts for individuals.

"Your skills at delivering high quality and informative financial advice have been greatly appreciated as we navigate our financial future and upcoming semi-retirement years ahead. You are very thoughtful and insightful with your recommendations, not only with our portfolio, but with life matters as well. We find you (and your staff) to be very professional, trustworthy, and caring about our best interests and wellbeing in this amazing life we have here on the central coast. Thank you. We highly recommend you to friends and colleagues looking for a dedicated financial advisor. "

Dr. Mike & Linda M., Avila Beach, CA

"Erika, Thank you for your care and concern for me. I so appreciated you checking in and your words of encouragement! I also wanted to thank you for the great job you are doing for Brian and me. I so appreciated you talking with our kids too. That meant so much to me. I appreciate you so much! With love and gratitude!"

Jackie S., San Luis Obispo, CA

"we appreciate all you have done for us. you are a gift. we are truly grateful just to know someone like you."

Bill & Meryl L., Solvang, CA

"Dear Erika, Thank you for all the help making our dreams a reality."

Mackenzie & Nia S., Brooklyn, NY

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