What makes Ehlert Financial Group unique?
Independence
- Independent fee-based advisor
- Strategies, products, and services are considered based solely on merit and the value they bring to the client
Process
- Without process, managing wealth is unclear, arbitrary, and commercial
- Driven by unique client goals and requirements
Modular
- Custom tailored solutions for unique situations
- No one-size-fits-all product
Methodology
- Comprehensive, integrated, individualized solutions to satisfy client goals
- Based on academic research, market history and behavior, and our experience
Access
- Independence allows access to the entire market
- Avoids conflicts of interest
Innovation
- The market environment and our lives are dynamic
- Evolving client needs requires us to be flexible to adapt and upgrade our strategies, capabilities, and services