The Ellenberg-Herr Team
The Ellenberg-Herr Team focuses on providing wealth management planning that helps pursue financial well-being for clients. We help clients frame their current financial situation, articulate and understand their goals, and help determine what it will take to fund their goals. We then implement strategies based on clients' risk tolerance, time horizon and liquidity needs, reviewing progress along the way. Our detailed and organized planning approach helps address the core of who clients are - more than just their investments - so they can purposefully pursue their financial goals and dreams.
The Ellenberg-Herr Team's mission is to be the most trusted partner in all of our clients' financial decisions. At the core of everything we do is to make a difference in the lives of our clients. We value deep, long-lasting relationships, focusing on holistic planning that uncovers the most important goals in our clients' lives, taking time to carefully listen and deeply understand what is most important. We offer customized advice and a disciplined approach to investing. We collaborate on issues including investment management, retirement planning, gifting, multi-generational wealth transfer, and income replacement. We offer exceptional service and attention to detail with our goal to help our clients grow their wealth and enrich their lives.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
