EHG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EHG Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management alongside tailored financial planning engagements, with planning services billed on an hourly basis when provided.
The firm’s investment approach emphasizes a tactical asset-allocation strategy and relies primarily on technical analysis, using a broad mix of instruments such as exchange-listed securities, mutual funds, variable insurance products, and interests in partnerships. Portfolios are managed discretely to client objectives and risk tolerances, with the advisor open to strategies that include long-term holdings, cash positioning as a hedge, and the use of margin where appropriate.
EHG operates under common control with affiliated entities that provide trust services, insurance brokerage, and tax-optimization services, and its investment adviser representatives are licensed to place insurance products—features the brochure identifies as creating potential conflicts of interest. The firm is newly formed and does not serve as a private fund adviser; the combination of affiliated trust, insurance, and tax capabilities alongside hourly planning and discretionary portfolio management is a distinguishing aspect relative to many peers.
Client services
Expertise
Fee options
$0 - $3 million: 2.50% $3,000,001 - $10 million: 2.00% $10,000,001 - $100 million: 1.80% $100,000,001+: Negotiated
$250 to $750 per hour (negotiated)
Account minimum: $50 million (may accept lower at discretion)
Main office
See officeIndianapolis IN
Advisors at this office
1
Offices (3)
Most active in
Arizona · California · Indiana · Michigan · Missouri · New York · Pennsylvania
Also doing business as
Ehg Wealth Management · Ehg Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott S
Series 63, Series 65
San Francisco, CA
EHG Wealth Management
Scott Stratton is a financial advisor at EHG Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Fisher Investments and Camden Capital. Stratton also operated Scott Stratton Consulting prior to joining EHG Wealth Management. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a tactical asset-allocation approach informed primarily by technical analysis, managing portfolios to align with client objectives and risk tolerances.
Dante G
Series 65
Lititz, PA
EHG Wealth Management
Dante Giorgio is a financial advisor with EHG Wealth Management and holds a Series 65 designation. He has several years of experience, including roles at Kerr Wealth Management, Giorgio Financial Advisors LLC, Benefix, and Benecon Group. Outside of finance, he is involved with Giorgio Transport, Inc., a family business operating since 2015. EHG Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset-allocation strategy based on technical analysis and offers a combination of discretionary portfolio management and hourly financial planning.
Anthony D
Series 66
Indianapolis, IN
EHG Wealth Management
Anthony Decicco is a financial advisor with EHG Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at firms including Morgan Stanley, Edward Jones, and Kerr Wealth Management. Decicco is also the owner of RealTea Capital Inc., a venture involved in insurance and real estate technology. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical asset-allocation strategy based primarily on technical analysis and manages portfolios tailored to clients’ objectives and risk tolerances.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")