About PWM
Palladian Wealth Management was founded in 2013 to provide thoughtful, independent wealth advice to individuals and families navigating increasingly complex financial decisions.
Based in Phoenix, Arizona, PWM focuses on coordinating investment management, tax strategy, retirement planning, and estate considerations within a disciplined planning framework.
By approaching wealth management as an integrated process rather than a series of isolated decisions, PWM helps clients pursue long term growth, income stability, and deliberate stewardship of their wealth.
Erin M. Goergen, CFP®
As a CERTIFIED FINANCIAL PLANNER™ professional, Erin works with professionals, business owners, and families seeking careful coordination of their financial lives.
His work focuses on integrating investment management, tax strategy, retirement planning, and estate considerations within a disciplined planning framework.
Clients often seek Erin’s guidance as financial decisions become more interconnected over time, including during peak earning years, retirement planning, business transitions, and family wealth planning.
Erin founded Palladian Wealth Management in 2013 to provide independent, fiduciary advice built around intentional planning and long term client relationships.
Outside of his work with clients, Erin enjoys cycling, hiking, reading, playing guitar and exploring new restaurants in Phoenix.