Matthew lives in New York City with his husband, Jared. He's also a proud "guncle" to his adopted nephew, Timmy — the son of his sister Kim and her husband Geoff.
He has a comprehensive financial planning practice with the firm Northwestern Mutual Park Avenue in New York City. His practice focuses on individuals and families with comprehensive planning across people’s short-term, mid-term and long-term goals and how to bridge across these together over time. He dedicates his practice to promoting financial literacy and economic empowerment and is skilled in helping clients formulate strategies around accumulating, preserving and eventually distributing their savings and wealth over time and teaches people how to do it in an effective and particularly tax-efficient way. He holds his Series 7, Series 63, LAH and SIE and has a demonstrated history of working with primarily LGBTQ+, POC and Womxn professionals.
As a proud and openly gay Financial Advisor, he believes the processes of adoption and financial planning walk hand-in-hand. As new parents navigate the adoption/surrogacy process and lay the foundation of planning a family- it is important to understand and apply what makes these conversations unique in the LGBTQ+ community.
He is excited and honored to be a resource for the GWK community!
“You Dream It. We'll Help You Live It.”Northwestern Mutual
Meet the team of experts working with Matthew Erickson of Northwestern Mutual.
"My practice encompasses comprehensive financial planning for all individuals with a specific focus on the LGBTQ+ community, people of color and women. I guide my clients in developing their short, mid and long term financial pictures and we work side by side in achieving these."
Matthew Erickson is here when you're ready!