Differentiation

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