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About Us

Building Trust, One Goal At A Time

At Lindgren Wealth Management, our mission is to understand your financial goals, develop a plan to meet those goals, and work together to monitor and stay on track. Whether meeting someone new or conducting a client review, we begin by asking what's on your mind and what you hope to achieve in our meeting. We aim to understand what is important to you financially, so we can best address your needs.

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Core Values 
Your Dreams Matter 
and Your Future is Our 
Priority

Our core values are the foundation of our practice. Trustworthiness, honesty, integrity, reliability, and knowledge guide our interactions and decision-making processes. We strive to be someone you can trust, bringing a wealth of knowledge and experience to the table. Our commitment to reliability means we follow up promptly and are always here to support you.

Meet Our Team 
Leadership Team

Financial Professional 
Erik Lindgren, CFP® ChFC®

As a Financial Advisor at Lindgren Wealth Management, my primary role is to meet with clients and provide tailored financial planning and investment advice. I listen to their financial concerns, help them identify their goals, and prepare comprehensive financial plans and recommendations. I specialize in investment advice, retirement planning, and college planning – areas that not only interest me but are also in high demand among my clients. With a career in the financial services industry since 1998, I bring a wealth of experience and knowledge to every client interaction.

A Look Into Our Process

Our approach is designed to foster a collaborative and personalized experience.

Step 1:
Initial Meeting

We start by discussing what you're looking for in a financial advisor, your financial goals, past experiences, and your current financial situation. During this meeting, we also share how we work with clients and what you can expect from our partnership.

Step 2:
Data Gathering

In the second meeting, we collect essential information, such as investment account statements, Social Security details, income, expenses, and more. We also discuss your risk tolerance and investment objectives to help us develop a comprehensive plan.

Step 3:
Recommendation Implementation

The third meeting focuses on discussing and implementing the tailored recommendations. We ensure the plan aligns with your goals and preferences.

Step 4:
Ongoing Review

We continue our partnership by meeting 1-2 times per year to review your progress and make any necessary adjustments. Our goal is to support you on your financial journey with confidence and clarity.