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Taylor Cottrill Erickson & Associates
AddedFeb 19, 2024
UpdatedJun 28, 2026
Taylor Cottrill Erickson & Associates

Taylor Cottrill Erickson & Associates

Operating

Taylor, Cottrill, Erickson & Associates: A New Hampshire-based, employee-owned financial services firm offering cost-effective wealth management since 2015.

Location
New London, NH, US
Founded
2007
Firm
Compare
Portfolio
Employees
Website

Taylor Cottrill Erickson & Associates is a New Hampshire-based financial services firm specializing in wealth and portfolio management for individuals and institutions. The company offers fee-based services, focusing on providing cost-effective and conflict-free financial solutions. Their primary goal is to help clients achieve financial peace of mind through personalized investment strategies.

The firm was formed in 2015 through the merger of Whitegate Investment Counselors and Taylor, Cottrill LLC, combining decades of experience in the financial industry. As an employee-owned company, Taylor Cottrill Erickson & Associates emphasizes alignment with client interests and maintains a strong commitment to personalized service and long-term financial planning.

Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Post Ipo Equity1 (100.0%)

Stage Mix

Post Ipo Equity 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Colgate-Palmolive logo

Colgate-Palmolive

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Taylor Cottrill Erickson & Associates - Classification

Also Known As
  • Taylor, Cottrill, Erickson & Associates, Inc.
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions