A complete list of active advisors currently associated with EHG Wealth Management

Warmer can help you find a great advisor at EHG Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at EHG Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse EHG Wealth Management's office locations.