EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Overview

EHB Financial Resources Management, Inc. is an independent registered investment adviser that serves individual and family clients, with a specific emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates under a percentage-of-assets fee model and combines advisory services with accounting expertise, which suggests an integrated approach to tax-aware planning and cash-flow management. EHB is not positioned as a capital allocator or pension consultant, it is not an active ESG investor, and it provides mostly non-discretionary advisory relationships. Investmently, the firm shows a clear preference for public equities, allocating the bulk of client assets to exchange-traded securities. That equity tilt, coupled with the use of separate managed account structures and custody through a major broker-dealer, points to a focus on liquid, cost-effective instruments that support tax-aware, individually tailored portfolios for high-net-worth households and small-business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices