Why choose S.F. Ehrlich?

As members of the National Association of Personal Financial Advisors (NAPFA), 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.

As a small local firm, our clients receive 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 help solve many of life's hurdles. (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. We're available to help you determine where you are on the road to achieving your 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 willing to delegate responsibility, allow others to handle their personal finances, and then be confident and comfortable in doing so.