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.

EHMLI Investment Advisors LLC is a fee‑only financial planning and investment management firm that works with individual investors as well as trusts, charitable organizations, and corporate or business entities. A large share of its client base — roughly 85% — consists of current or former accounting and tax clients of the affiliated CPA practice, and about three‑quarters of clients are classified as high‑net‑worth. The firm emphasizes tax‑aware portfolio construction and distribution‑phase income planning, tailoring asset allocation to clients’ objectives, time horizon and tax considerations. Services are provided on an ongoing discretionary basis or via hourly, retainer or one‑time engagements, with account reviews at least quarterly and portfolios holding mutual funds, closed‑end funds, equities, fixed income and REITs as core investments. Distinctive features include a formal affiliation with an accounting and tax practice that performs tax preparation and non‑securities planning work billed separately, and a principal who is licensed to sell insurance and may recommend fixed insurance products as part of planning. The firm also accepts corporate and charitable clients more often than many peers, has served as a trustee for at least one trust with custody implications, and uses encrypted email and cloud storage services for client file security.

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.