Erpelding Wealth Management

06/01/2026

Today we are writing to share a meaningful milestone in the history of Erpelding Wealth Management.

Effective today, ownership of Erpelding Wealth Management will transition from our founder, Mike Erpelding, to firm partners Cole Lunde, Bob Evrard, and Eric Benson. While this represents a formal change in ownership, for most clients it reflects what has already been occurring in practice: a smooth and intentional transition of relationships and leadership to our next generation of partners and our broader team.

Mike founded Erpelding Wealth Management in 1987 with a clear vision—to provide thoughtful, objective, and client first financial guidance grounded in trust. Over nearly four decades, he built a firm defined by integrity, long term relationships, and a steadfast commitment to doing what is right for clients. That foundation remains firmly in place today.

Mike has worked closely and deliberately with Cole, Bob, Eric, and the rest of our team to ensure continuity for our clients and the firm. Nearly all clients already work day to day with one of the partners and our experienced professionals, so this announcement should feel familiar rather than disruptive. Importantly, Mike remains deeply supportive of the firm and its leadership as this transition is completed.

Today, Erpelding Wealth Management manages over $2 billion in client assets and provides comprehensive, sophisticated advice across retirement distribution planning, estate and tax planning, legacy and charitable strategies, and holistic wealth planning. As fiduciaries, we take seriously the responsibility to always act in our clients’ best interests—advice delivered with clarity, confidence, and care.

Our mission has not changed. Our values have not changed. Our commitment to you and your family has not changed.

This transition reflects strength, continuity, and our belief in the long term future of Erpelding Wealth Management. It positions the firm to serve clients not just today, but for generations to come, while preserving the culture and principles that have always defined our work.

As always, your advisory team is available to answer any questions you may have. We are grateful for the trust you place in our firm and are honored to continue serving you.

With appreciation and confidence in the road ahead,

Cole Lunde, Partner
Bob Evrard, Partner
Eric Benson, Partner

Erpelding Wealth Management

Clarity. Confidence. Trusted Advice.

05/20/2026

We are pleased to share that Erpelding Wealth Management has reached a significant milestone: $2 billion in assets under management.

This achievement is meaningful because it reflects the families and businesses who trust us, our teammates who bring dedication and care to their work every day, and the relationships we have cultivated since our founding in 1987.

Our core values guide everything we do: Do the Right Thing, Pursue Excellence, with Gratitude & Positive Attitude. These principles shape how we provide clarity, confidence, and trusted advice – whether we are advising a family, supporting a business, or collaborating as a team.

We extend special recognition to Michael Erpelding for his vision and longstanding commitment to thoughtful, client-first financial planning. His leadership has helped define our culture and continues to influence how we serve clients and communities.

With growth comes responsibility. Serving our clients well and giving back to the communities where we live and work will always be central to who we are.

We are proud not only of what we have built, but how we built it. Thank you to everyone who has been part of our story – we’re grateful for your trust and energized for the journey ahead.

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