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Elizabeth L
CFP®, Series 63, Series 65
Dayton, OH
EHMLI Investment Advisors LLC
Elizabeth Li is a CFP® professional based in Dayton, Ohio, with 23 years of industry experience. She is the principal and managing member of EHMLI Investment Advisors LLC and has worked with Royal Alliance Associates, Inc. since 2003. Li also provides business and individual tax preparation and planning services through her accounting practice and serves as an adjunct instructor in economics and finance at Northern Kentucky University. EHMLI Investment Advisors specializes in investment advisory and financial planning services primarily for individual clients, managing approximately $31 million across 84 accounts. The firm integrates investment advice with tax and financial planning and is distinctive for its formal affiliation with an accounting practice and an insurance-licensed affiliate, offering a multi-disciplinary service model.
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