EHD Advisory Services Information

EHD Advisory is an independent, privately held financial services firm offering highly personalized strategies to a diversified clientele which includes individuals, families, foundations and businesses. The guiding principle of EHD Advisory Services has always been responsive, personalized and impeccable service built on trust, and we have compiled an enviable reputation for helping the people who engage our services. We at EHD Advisory Services excel at identifying and implementing the best strategies to help you work toward your personal and business objectives. We work with you to provide comprehensive, personalized wealth-management strategies. The broad spectrum of experience we offer includes asset preservation, estate and trust planning, financial planning, insurance, investment advice, 401(k) and pension services, philanthropy and tax planning. Our sister company, Engle-Hambright & Davies, Inc., also provides a wide range of services, including commercial insurance, employee benefits and personal lines. After evaluating your goals and risk tolerance, we can create a personalized investment plan that is in harmony with your financial objectives. We believe that a long-term investment strategy offers the strongest potential for realizing your desired rate of return. Long-term investing may minimize risk and allows for the selection of a sound asset-allocation strategy.