Anyhow, Anytime, Anywhere...

We believe the only way we can truly offer a boutique client experience is to deliver world class service to our clients. Our team will work around the clock to make sure we are there when you need us.

After all... life is dynamic and your wealth management strategy should reflect this. Transcendent wealth management begins by being there when you need us and where ever you need us.


Board of Directors

Erik D. Saunders
Mr. Saunders serves as President – Financial Advisor. In addition to his duties as President, Mr. Saunders focuses on partnering and coaching clients using comprehensive financial services ranging from financial planning to general consulting to help them navigate life changing events and pursue their financial goals.

About Erik D. Saunders

We Offer

BASILICA Private Client

Are You Tired of Having a Revolving Door Service in Your Relationship?

BASILICA Private Client offers a dedicated team for high net-worth investors seeking an ongoing, goal-oriented, fully customizable relationship with their Investment Advisor.



Discretionary Services

Adding More Colors to a Pie Chart Doesn't Make it "Better Advice".

BASILICA offers a range of discretionary managed solutions from short term income focus and balanced portfolios, to long term aggressive growth and defensive equity strategies.


Life Event Planning

At BASILICA We Believe Luck is Where Preparation Meets Opportunity.

Life is dynamic and when life changes so do your financial circumstances. We can help you prepare financially for life changing events. Whether it's starting a new career or preparing for retirement and leaving a legacy to your grandchildren. We plan for every stage of your life.


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Disclaimer for Third Party

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, CA, & NC

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice and Financial Planning is offered through Financial Advocates Investment Management, LLC, a Registered Investment Advisor, DBA Basilica Wealth Management which is a separate entity from LPL Financial.

Boutique Approach

We believe the only way we can truly offer a boutique client experience is to keep the size of our client base manageable.  We are committed to delivering a fee efficient model by avoiding the cookie cutter type investing most other firms, large and small employ. Read More...

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