Approaches customized to fit your needs.
Our mission is to provide our clients with comprehensive wealth strategies to help them achieve their lifelong financial goals. We help them plan for their financial future, guide them through their evolving needs, and simplify their financial lives.
Ehlert Financial Group serves as your Wealth Strategist, you can think of us as the “architect” of the best plan that will work for you and your family. The needs specific to your unique situation are what we use to create the strategy, in other words, the “engineer” of your plan consists of your family profile, family mission, wealth plan, risk preferences, and capital allocation. It takes both the architect and the engineer to design the strategy, or the “blue prints” for your plan, which may consist of investments, estate/tax planning, risk management and insurance, philanthropy, and non-financial aspects. We ensure the proper execution, ongoing management, monitoring, and reporting of your plan.
Click here to learn more about our Investment Philosophy.