Ehb Financial Resources Managemnt, Inc.

EHB Financial Resources Management provides portfolio management, broad-based financial planning, and accounting/tax services to individuals (including high‑net‑worth) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities. The firm reports managing about $164.8 million across roughly 90 client relationships and offers an initial financial plan at no charge.

The firm’s investment approach centers on asset-allocation-driven portfolio construction and a long‑term buy‑and‑hold orientation, typically implemented through mutual funds and ETFs with selective use of individual securities. Investment policy statements establish risk tolerance and return objectives, and accounts are managed primarily on a non‑discretionary basis so that the client must approve initial allocations and security transactions; portfolios are reviewed at least quarterly and reconciled against custodial records.

What is uncommon for peers is the integration of substantive accounting and tax services—tax preparation, pension and trust accounting, management consulting and bookkeeping—which the firm indicates consumes about 20% of its time and is offered alongside asset management. The firm’s lead adviser holds multiple professional designations (CPA, CFA, CFP) and uses Schwab Institutional custody and support services while maintaining independent oversight and client‑directed trading.