About Us

About Us

At EHD Advisory, we’re about more than just investment services. You’ll find that we become your trusted financial partner. Everything we do – from portfolio management and estate planning, to tax strategy and asset protection, to our corporate retirement-planning services – we do with your best interests at heart and with an unwavering commitment to service.

Our Goals

About EHD Advisory Services

We believe that wealth management isn’t just for the ultra-wealthy. It’s about helping each and every one of our clients achieve what’s important to him or her. Our goals are to:

Understand your current situation and what is important to you.

Plan with a strategic process that fits each individual yet is flexible enough to adapt to the inevitable bumps along the way.

Grow your wealth and update you on the progress.

Protect you from the risks of being derailed from accomplishing your plans.

Achieve your dreams for financial security by ensuring that all of your financial partners are in sync with your goals. We welcome the opportunity to work with your accountant, attorney, or consultant.

Our History

EHD Advisory Services was founded in 2003, but our story began in 1995 when our founder, then CEO of Engle-Hambright & Davies, began providing corporate retirement services within the company’s insurance and employee benefits business. In fact, the concept on which our firm is based extends further—to the late 1980s—when a devastating stock market crash showed investors with concentrated portfolios the value of  sound, diversified financial plans.

It is with this in mind that our comprehensive team of individual experts in a variety of financial-planning spheres came together to create EHD Advisory Services, where we provide clients at all wealth levels—and in all stages of life—with a multi-layered, superior strategic plan.

What We Do for You

As an independent, Registered Investment Advisory Firm, EHD Advisory Services provides a high level of personalized service and individual attention.  We partner with you to develop a comprehensive, customized roadmap that can take you from where you are today to where you want to be.

Where would you like to be?