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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

Proactive Planning

for a solid future

Helping You

manage the changing face of life

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Who We Are

S.F. Ehrlich Associates, Inc., is an independent, fee-only financial planning practice in Westfield, New Jersey. We are members of The National Association of Personal Financial Advisors (NAPFA), one of the largest fee-only financial planning associations, and have also passed the approval process of Dimensional Funds, whose DFA family of funds closely align with our strategic and disciplined approach to portfolio management.

As fee-only financial planners, we work only for our clients, receiving no compensation from third-party vendors such as fund managers or brokerage houses. "Fee-only" means no commissions and no referral fees.  We strive to earn our clients' trust, giving them the confidence to know we're providing the very best thinking and solutions for each of their unique situations.

Our clients work hard to accumulate financial assets, and we understand why people worry about protecting them.  Whether you have specific goals, like financing college, or more general concerns of wealth management and a secure retirement, we can help.  Our goal is to foster a close, trusting relationship, whereby our clients become better informed about their personal finances and more confident they are on the correct path.

Please take a few minutes to learn more about our philosophy and approach, then consider whether our financial planning model is appropriate for your needs.  We welcome an opportunity to have a conversation with you, no strings attached.

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15 Alden Street, Suite 12
Cranford, NJ 07016

  •  Tel: 908-789-1100
  •  Fax: 908-789-1115
  •  info@sfehrlich.com
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S.F. Ehrlich Associates, Inc. is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. S.F. Ehrlich Associates, Inc. does not offer or intend to offer asset management, financial planning, or investment advice through this website. The dissemination of general information pertaining to our investment advisory and financial planning practice is the purpose to which this website is limited. The foregoing information and opinions are for general information only.

S.F. Ehrlich Associates, Inc. does not guarantee the accuracy and completeness of information contained on this website, nor assume liability for any loss which may result from the reliance by any person upon such information or opinions. Such information and opinions are subject to change without notice, are for general information only, and are not intended as an offer or solicitation with respect to the purchase or sale of any security or the offering of individual or personalized investment advice. In addition, S.F. Ehrlich Associates, Inc. does not offer insurance, legal, or accounting services.

The content available through this website is the property of S.F. Ehrlich Associates, Inc. and is protected by copyright and/or other intellectual property laws. Content received through this site may be displayed, reformatted, and printed for personal, non-commercial use only.

Additional Important Disclosures

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