Why choose S.F. Ehrlich?
As members of the National Association of Personal Financial Advisors (NAPFA) and also a NAPFA Registered Financial Advisor, we are bound by a strict code of ethics. Being a member of one of the nation's leading fee-only financial planning associations requires us to abide by stringent continuing education requirements and to work solely for the best interests of our clients. Since we cannot sell any investment products, clients are assured of complete objectivity in the financial planning process.
As a small local firm, our clients get individualized and personal service. We address their needs, manage their assets, and help guide them on the pathway towards and through retirement. Typically, our work extends beyond finances, as we get involved in helping to solve many of the hurdles that life presents. (We’ve even helped clients determine if they had the wherewithal to change careers, and then supported them while they did it.)
Our clients are typically busy people who want to simplify their lives. They would rather spend time with their families and careers than try to keep up with the ever-changing world of personal finance. They look to us for reassurance they are on the road to achieving their financial goals. Through frequent contact and regular client newsletters, we strive to provide that support.
We spend considerable time learning about prospective clients to determine whether they might be a good fit for our firm. We’re looking to work with individuals who are willing to delegate responsibility, allow others to handle their personal finances, and then be confident and comfortable in doing so.