Erben Associates is a financial planning firm focused on exit and succession planning for business owners and high-net-worth individuals. We help clients align their business value, personal wealth, and long-term goals into a single, coordinated plan. In many cases, clients already have trusted advisors in place, but those relationships often operate independently. Our role is to bring organization and alignment across that team, ensuring decisions are made in context and working toward a unified outcome.
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Erben Associates Questions
The Erben Associates annual revenue was $3 million in 2026.
Casey Fox is the Director Of Financial Planning of Erben Associates.
9 people are employed at Erben Associates.
Erben Associates is based in Austin, Texas.
The NAICS codes for Erben Associates are [523, 52393, 5239, 52].
The SIC codes for Erben Associates are [62, 628].
Top Erben Associates Employees
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22
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Casey Fox
Director Of Financial Planning at Erben Associates
Austin, TX, US25+ -
11
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Zac Robinson
Client Experience Manager at Erben Associates
Austin, TX, US11 -
22
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Jack Collins
Financial Planning Analyst at Erben Associates
Austin, TX, US11 -
Noah Remmert
Investment Supervisor at Erben Associates
Austin, TX, US11 -
Katherine Benner
Marketing Intern at Erben Associates
Austin, TX, US13 -
Dasia Maxwell
Investment Coordinator at Erben Associates
Austin, TX, US3
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