EHMLI Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,801,909
Clients
84
Advisors
1
of 1 employees
About
The firm provides investment advisory and financial planning services primarily for individual clients and also reports relationships with corporate/business clients and charitable organizations, managing roughly $31 million for about 84 accounts. In addition to portfolio management, the firm offers tax preparation and accounting services through an affiliated accounting practice and can recommend life and health insurance products via a licensed agent.
The firm’s approach integrates investment advice with tax and financial planning, relying on advanced academic credentials and multiple professional designations (including CFP, CPA/PFS, and EA) to coordinate investment, tax, and planning decisions. Non-investment accounting work is performed under professional CPA peer-review standards, and the firm discloses that insurance recommendations come from a licensed affiliate.
Distinctive for a small independent adviser, the firm’s formal affiliation with an accounting practice and an insurance-licensed affiliate sets it apart from most peers and supports a multi-disciplinary service model. The firm also discloses receipt of insurance commissions and renewal trails and notes variable time commitments to tax and accounting work during and outside tax season, which may influence service availability and focus.
Client services
Expertise
Fee options
Commissions received for newly issued insurance contracts and trails from in-force insurance contracts
Main office
7026 Corporate Way, Suite 111
Dayton OH 45459
Advisors at this office
1
Most active in
Ohio
Also doing business as
Ehmli Investment Advisors LLC · Ehmli Tax And Financialplanning
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
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")