Too many business owners and executives fail to plan their exit which results in uncertainty, anxiety, and very often unintended consequences. However, they can successfully navigate the complexities of a comprehensive exit or succession from the business. Erben Associates helps business owners and executives feel empowered through their propriety framework, to create a strategic, seamless, and successful transition with minimal risk. Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Erben Associates, LLC. Erben Associates is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
View Top Employees from Erben AssociatesWebsite | http://www.erbenassociates.com |
Revenue | $3 million |
Employees | 13 (13 on RocketReach) |
Founded | 1992 |
Address | 300 Beardsley Ln Ste D200, Austin, Texas 78746, US |
Phone | (512) 402-0250 |
Fax | (512) 402-0381 |
Technologies |
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Industry | Financial Services, Finance General, Exit/Succession Planning, Finance, Asset Management, Retirement Plan Analysis, Personal Wealth and Estate Planning, Life Insurance, Risk Analysis, Legacy Planning / Family Continuity , Tax Planning |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Erben Associates employee's phone or email?
The Erben Associates annual revenue was $3 million in 2024.
Dan Mcgovern is the Director of Managed Assets of Erben Associates.
13 people are employed at Erben Associates.
Erben Associates is based in Austin, Texas.
The NAICS codes for Erben Associates are [523, 52, 5239, 52393].
The SIC codes for Erben Associates are [628, 62].