Optimize Your Wealth with Tax-Smart Strategies
ClearGuide Wealth provides personalized, attentive financial planning from our Chicagoland headquarters to clients nationwide. Drawing on decades of financial experience, we offer tax-efficient strategies focused on your unique goals, guiding you through each step to grow your wealth now and create a lasting legacy for future generations.
Acumen to Help You Make Confident Financial Decisions
Driven by a commitment to lifelong learning and expertise, Andrew has worked evenings to earn both CFP and CEPA credentials. His 15 years of hands-on experience in options trading give him a unique perspective in risk management. He combines these skills to help you make informed decisions to pursue and protect your financial goals with confidence.
Seamless Collaboration from Your Wealth Management Team
We work alongside your CPA and legal team to provide guidance across all areas of your financial life. These partnerships enable us to address every aspect, from annual tax efficiencies and streamlined estate planning to charitable strategies—optimizing your wealth for both today and the future.
Meet Andrew Erickson
Our founder, Andrew Erickson CFP® CEPA®, began his career at the age of eighteen at the Chicago Board of Trade, inspiring a passion for financial markets. Upon graduating from Dartmouth College, he spent sixteen years trading futures and options on CME Group exchanges. After spending eight years building a financial advisor practice at Edward Jones, Andrew founded ClearGuide Wealth.
As an independent financial advisor with ClearGuide Wealth, he is not confined to the narrow financial product offering and one-size-fits-all strategies often imposed by large financial corporations to minimize their own risk. This independence enables him to leverage a full range of financial tools to help clients pursue their goals while upholding his role as a fiduciary.
With his experience and a desire to fully understand a client's unique personal and financial circumstances, he is able to filter the abundance of financial products and strategies available into customized plans, specific to each situation. This helps clients feel confident and secure about their financial future.