A complete list of active advisors currently associated with EHMLI Investment Advisors LLC

Warmer can help you find a great advisor at EHMLI Investment Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at EHMLI Investment Advisors LLC, 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.

Name	Location	Years of experience
Elizabeth Li	Dayton, OH	23

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