Indianapolis, IN Office

EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary, custom portfolio management and hourly financial planning engagements. The firm reports $20 million in assets under management and discloses a cumulative minimum account requirement of $50 million, which it may accept lower at its discretion.

The firm’s investment approach emphasizes tactical asset allocation and relies primarily on technical analysis to inform trading and sector weighting, using a mix of exchange-listed securities, mutual funds, variable insurance products, and interests in real estate or oil and gas partnerships. Implementation may include long-term purchases, margin transactions, use of cash positions as hedges, and portfolio adjustments for harvesting gains or managing concentration and risk.

EHG Wealth is under common control with affiliated entities that provide trust services, insurance brokerage, and tax optimization services, and its investment advisor representatives are licensed to sell insurance products — relationships that create potential conflicts of interest and are less common among peers. Taken together with its high stated account minimum relative to reported AUM and a client base of roughly 60 accounts, the firm’s client focus and affiliated-service model distinguish it from supported firms that primarily serve broad retail individual clients.