Shaun Erickson, CFP®
Project Management for your Financial Life
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SinglePoint Partners
Shaun Erickson, CFP®
Boston, MA
Serving Clients Nationwide
Project Management for your Financial Life
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Planning
- Taxes
About Shaun Erickson, CFP®
Shaun Erickson is the Chief Planning Officer at Single Point Partners located in Boston, MA.In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of.
As an active member of Financial Planning Associations of MA, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Shaun is also a member of NAPFA and the XY Planning Network. Single Point's clients are spread across the country, but Shaun lives in Boston with his wife Alicia and their three children.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Financial Planning Association
Primary Location
277 Dartmouth Street, 4th Floor, Boston, MA 02116
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to take the first steps. We know we aren’t the right fit for everyone, everyone isn’t the right fit for us, or it isn’t always the right time to engage with us. However, we can always be helpful so don’t be shy about reaching out.Offers Investment Management
Yes
About SinglePoint Partners
Does staying on top of all the details of your financial life feel overwhelming at times?If so, Single Point may be the place for you.
Single Point is a fee-only financial planning firm located in Boston, MA, and built for families looking for more than just advice. You need a partner to make sure things get done.
Single Point was founded for families who strive to make decisions that are better than “good enough”. We provide context and clarity to the planning, investing, and organization of your entire balance sheet.
Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.
What Makes Us Different?
✔️ Tech Forward: We do planning on your terms. No sitting in traffic for an hour each way to listen to someone blab on about pie charts for an hour.
▪️ We create custom recordings of your planning analysis and our recommendations so you can watch them on your time. This also allows us to spend our time together in a more impactful way.
▪️ When we meet for Strategy Sessions or Working Sessions, we do it virtually (you are welcome to come to the office in person if you like, but most of our clients prefer to meet where they are)
✔️ Execution: We are your Accountability Partner. A relationship with us is about more than just advice, it’s about execution. A key component of our role is to be here with you ensuring everything gets done.
✔️ Tax Planning: We believe this is one of the most overlooked areas of many financial plans. Tax planning needs to happen on a proactive basis throughout the year, not at tax filing time.
✔️ Our Fees: Our unique fee structure is what empowers our process to be so different. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.
Education
Bentley University, Bachelor of Science, Finance
Hobbies and Interests
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 8, 2025
Single Point Partners is fantastic to work with. Everyone we interact with at SPP is knowledgeable, personable, and a pleasure to work with. They make us feel so confident in our financial future, I could not recommend them highly enough!
Relationship to Financial Advisor: Client as of Jan 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 7, 2025
My family has been a SPP client for 3 years. Their focused support, service, and commitment to the success of their clients are unlike any other partner I have ever experienced. I can not recommend Shaun and his team any higher to an individual or family looking for a financial planner.
Relationship to Financial Advisor: Client as of Jan 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 3, 2025
Single Point Partners have been a pleasure to work with over the last 10+ years. The team is extremely knowledgeable and experienced and provide excellent service. They take time to get to know you and your needs and work with you as you plan your future. Highly recommend this group for all your financial needs.
Relationship to Financial Advisor: Client as of Jan 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 21, 2024
A friend had suggested we work with Single Point when we were talking about retirement. We are so glad they did. Single Point has been a game changer for us! Our SPP team truly works as a unit to be our family’s CFO. We have had financial advisors for years, but Single Point brings a whole new definition of what a financial advisor means.
Relationship to Financial Advisor: Client as of Dec 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 20, 2024
Our experience with Single Point has been outstanding from day one. Our previous planner passed away suddenly which began a search for someone new or attempting to navigate our retirement and financial planning on our own. A good friend’s positive experience led us to Single Point and it was the best financial decision of our lives.
We were assigned a personal CFO whose advice and counseling has reshaped our financial well being. We moved out of state 3.5 years ago and personal meetings with Michelle are now via Zoom multiple times a year as we’ve slowly migrated our life savings out of high expense investments and developed a tax strategy. The entire team at Single Point has helped us understand Medicare and Social Security decisions; health, home, and automobile insurance choices as well as develop an estate plan. Untangling my parent’s finances as their health declined was a wake up call and with Single Point’s help this is something our adult children won’t need to deal with.
Single Points fees are transparent and reasonable. There are no questions that go unanswered in a timely manner and each staff member is as helpful and knowledgeable as the next. We are not high net worth people, but our financial well being is taken seriously. Single Point’s entire team has made us feel valued and confident we‘ve made the right choice.
Relationship to Financial Advisor: Client as of Dec 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 19, 2024
Over the past eight years as clients of Single Point Partners, we have been consistently impressed by their ability to listen to our financial goals and help us achieve them. They have provided invaluable guidance in areas such as retirement planning, estate planning, simplifying and streamlining our investments, and recommending tax-saving strategies. We have complete confidence in our SPP team, who are always accessible, helpful, efficient, personable, and professional. They give us peace of mind, meeting with us regularly to discuss our investments and market trends. Thanks to their expert guidance, we are able to enjoy a secure and fulfilling lifestyle.
Relationship to Financial Advisor: Client as of Dec 19, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 19, 2024
When I retired, I knew it was time to find a professional to manage my finances. I researched both mega firms and boutique firms, ultimately deciding that I wanted the personalized service a boutique firm could offer. After narrowing my options, I reached out to two trusted friends in the financial industry (since I prefer not to mix friendship with money management). Both independently recommended Single Point Partners (SPP).
After speaking with a few members of the SPP team, I felt confident handing over my portfolio. Nearly three years later, I can confidently say they’ve been doing an excellent job. Their personalized approach and consistent performance have given me peace of mind about my financial future. I highly recommend them to anyone looking for a team that genuinely cares and delivers results.
Relationship to Financial Advisor: Client as of Dec 19, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 18, 2024
As a former investment mgr and then banker, I can offer you an informed opinion; Single Point is the best kept secret in the industry. No other firm offers the concierge-level service you get at Single Point, and definitely not at the rate Single Point offers it. Our financial life is completely in order thanks to the incredibly dedicated work of our team. They gently “nudge” us into staying on top of everything from insurance, to wills, to 401k and college savings contributions. We are eternally grateful for their wise counsel and meticulous care.
Relationship to Financial Advisor: Client as of Dec 18, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 17, 2021
Hiring Single Point Partners was one of the best things my husband and I have done. Their services are comprehensive and they are incredibly accessible, responsive and easy to work with. They've not only reviewed our portfolio and made recommendations and changes, but they've reviewed all aspects of our financial life. A huge weight has been lifted and I know our finances are in good hands. They feel like partners, not a vendor. Not to mention they are just lovely people! We could not recommended them more!
Relationship to Financial Advisor: Client as of Oct 17, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 15, 2021
SPP undersells what Family CFO means. Real time Fin stmt w Bal Sheet and cash. Track and implement a level of detail I didn't expect. Very responsive. Made several significant $ recommendations. Work well with other advisors (CPA, Legal). Investment evaluation very helpful.
Relationship to Financial Advisor: Client as of Oct 15, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 23, 2021
We've been with Shaun and his team at SPP since their inception. Our long standing relationship is built on trust, timely communication, and a consultative approach that is focused on helping us meet all of our short and long term goals. In every way, SPP has met or exceeded our expectations. Shaun and his team genuinely listen and take the time to thoughtfully adapt to changes in our needs. Besides the excellent team that SPP has, they also have a strong network of professionals that can be brought to bear when circumstances dictate. We could not be more satisfied with SPP and highly recommend them.
Relationship to Financial Advisor: Client as of Sep 23, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 22, 2021
When we were incented to leave our corporate careers, we really needed guidance in how to secure our financial position to live comfortably into our senior years and also protect our son's future as he was still in high school. We had worked with Shaun in years past and when he invited us to become a client of Single Point we jumped at the chance and never looked back. Shaun and his staff make us feel as if we are their only client. The team is right on point in changes in the industry, the market, and the tax environment. We have weathered the ups and downs of the economy without negative effects due to their diligent oversight. Communications is key and Single Point is constantly keeping us abreast of their management of our funds and open to discussions to allow us to review options. We welcome their efforts also with our son's investments and advice in building his nest egg early. We highly recommend meeting with Single Point to see if they fit YOUR vision of YOUR future. You won't be disappointed.
Relationship to Financial Advisor: Client as of Sep 22, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 21, 2021
We have been working with Single Point for about 18 months. Everyone at the firm is remarkably knowledgeable, helpful, and responsive. They are also good people that are a pleasure to work with. We are confident that our financial matters are in excellent hands with SPP.
Relationship to Financial Advisor: Client as of Sep 21, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 16, 2021
Our family has been engaged with Singlepoint for some 2 years. They have been responsive and helpful throughout the pandemic while also helping us close on a real estate venture. They are knowledgeable and totally engaging with each generation of our family. I can recommend them without qualification.
Relationship to Financial Advisor: Client as of Sep 16, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 16, 2021
This group is very thoughtful, responsive, and professional. We have been working with them for years and always have a great experience.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 8, 2021
Single Point Partners has been our personal CFO since 2016 and we couldn't be happier. They helped us plan expected life events such as retirement, selling a house, collecting pensions and transferring 401K/403B along with unexpected events such as a family tragedy, creating a foundation and buying the house of our dreams within 30 days. They have terrific planning and communication skills combined with online tracking resources that make collaboration easy. We are so grateful to partner with them!
Relationship to Financial Advisor: Client as of Aug 8, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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