Small firm, big potential Erickson Advisors is a fee-based Registered Investment Adviser with a lean team (2-10 employees) and revenue between 10M and 25M, suggesting a high-touch service model with ample cross-sell opportunities in wealth planning, retirement, and legacy planning.

Multi-location accessibility With offices in Durham and Greensboro, there is potential for expansion of service coverage, co-branded events, and local marketing partnerships to broaden client acquisition and deepen community presence.

Technology stack fit Current tech usage (WordPress, Wix, Hotjar, Email tooling) indicates openness to digital marketing optimization, lead generation enhancements, client portal improvements, and automation to scale advisory services.

Wealth planning focus The Now Advantage offers comprehensive investment and planning services, including values-based investing and legacy planning — opportunities to upsell holistic financial planning, ESG integration, and retirement readiness solutions for high-net-worth segments.

Partnership and scale potential Given Cetera affiliation for custodial and advisory services and revenue scale typical of mid-market firms, there is room to propose advanced trading capabilities, expanded product shelves, fiduciary governance tools, and strategic partnerships to compete with larger firms.