Erik Young, AAMS®
Watching over your wealth through life’s transitions.
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Serving Clients Nationwide
Watching over your wealth through life’s transitions.
Areas of Focus
- Divorce Financial Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Erik Young, AAMS®
Erik Young has 20 years of experience working in the personal finance industry, primarily as a Financial Planner and Investment Advisor. During this time, he earned his Accredited Asset Management Specialist® designation.Erik serves the clients of Purposeful Wealth Advisors by managing investment portfolios, researching investment strategies, and communicating with clients about their investment portfolios.
Erik’s values (Gratitude, Humility, Integrity, and Mindfulness) combined with his expertise in Financial Planning and Investment Management make him a key resource on our team. He commits himself to continued learning, principles, and disciplines which guide him into making prudent financial and investment decisions for the client’s benefit.
"I have gone through many transitions in my life. I have empathy and compassion for clients who are taking the steps necessary to fulfill their deserved happiness and dreams. I am grateful to be on a team committed to providing clients with the best possible financial plans, solutions, and investment management." - Erik Young
Professional Designations
- Accredited Asset Management Specialist (AAMS)
Affiliations
- The AGC
Primary Location
2630 W. Bradley Place, Suite C Chicago, IL 60618
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to contact us and schedule a call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Purposeful Wealth Advisors
At Purposeful Wealth Advisors, our mission is to empower people to live abundantly and intentionally by helping them make purposeful decisions with their money wherever their journey takes them.What Distinguishes Us?
1. We expect change. Life is change. That we can’t control. What we can control is how we manage it. This is our sweet spot — helping people financially plan for and manage life’s transitions, especially Divorce | Retirement | Widowhood.
2. Client first, always. Our role as a fiduciary for advisory relationships informs every decision we make. Simply put, our clients’ interests come first.
3. Selectivity. We like to think we have some of the finest financial professionals on our team.
4. Abundance + excellence, always. We empower people to live abundantly and intentionally, and we believe there are opportunities for growth for every client. We don’t quit until we find each client’s best solutions.
5. Personal and global. We’ve built a company that offers our clients the best of both worlds — a profoundly customer service-driven boutique-style front end with the resources of a powerhouse Raymond James back end. You don’t have to choose, you get both.
6. A choice of fee structures. We offer every client a customized financial planning experience as well as two fee structures to meet their distinct needs: For our Financial Planning clients we charge a flat fee based on the complexity of your financial plan | For our Financial Planning With Investment Management clients we charge a percentage of the assets that we manage.
7. Our network, your network. Financial decisions are only as sound as the context in which they exist. So when good decisions are also being made in other areas of your life — legal, accounting, business, etc. — the whole is stronger. We’ve developed a network of professionals that we gladly share with our clients.
Education
University of Minnesota & Augsburg College, B.A., Mass Communication/Media Studies
Hobbies and Interests
- Family
- Hockey
- Soccer
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Divorce
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Widow
- Women in Transition
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