A complete list of active advisors currently associated with Ehrlich Financial Group

Warmer can help you find a great advisor at Ehrlich Financial Group or one who fits your needs even better.

Ehrlich Financial Group provides discretionary investment management, financial planning, retirement plan advisory and insurance consulting to individuals, high-net-worth clients, trusts, estates, businesses and retirement plans. The firm reports managing roughly $250 million for about 200 clients and typically requires a minimum relationship size of $250,000. The firm constructs diversified portfolios using low-cost mutual funds and ETFs and may also use individual stocks, bonds or options; strategies are generally long-term but positions may be traded more actively for rebalancing or client needs. Investment decisions draw on fundamental, cyclical and charting analysis and the firm also discloses the use of proprietary quantitative algorithms and occasional implementation through unaffiliated independent managers. Noteworthy features include the firm’s recent formation in 2023 as a small, four-advisor team in which multiple advisors hold the CFP® designation and maintain insurance licenses while routing insurance implementations through a third‑party DPL platform to separate and disclose commission-based compensation. Ehrlich Financial Group also maintains an institutional custody relationship that provides operational and research support, and offers ERISA retirement-plan services (including 3(21)/3(38) arrangements), a combination that is less common for firms of its team size.

To learn more about the advisors currently working at Ehrlich Financial Group, 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.