Trust. Accountability. Transparency. Partnership.

James L. Erb & Associates

Our highly credentialed planning team is built to provide our clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.

Aggregate Your Accounts with Our New Client Site

Whether you are an existing client or looking to introduce a friend to our planning process, you can access Northwestern Mutual’s new online financial consolidation tool. Sign up to aggregate your accounts and investments in one secure place to see your entire financial picture.

Now available on your tablet and mobile device with iOS and Android apps.

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We have one of the best teams around

The Financial Times has recognized James Erb as one of the top defined-contribution retirement plan advisors. Many thanks to our hardworking team here at James L. Erb & Associates, our incredible clients and partnership with Northwestern Mutual. We couldn’t have done it without you.

Financial Times 401 logo
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. A total of 855 advisors applied for the award, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

Contact Us:

3717 West North B St
Tampa, FL 33609
Office: 813-426-1049
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