ERBEN ASSOCIATES, LLC

Overview

Erben Associates, LLC is an independent, owner-run RIA that acts as a capital allocator for both individual/family and institutional clients. The firm’s advisory footprint emphasizes discretionary management, with a clear tilt toward equity-based strategies: exchange-traded equities represent the single largest asset sleeve on their books. Service lines extend beyond portfolio management to financial planning, pension consulting and selecting third-party advisers, and the firm also operates in roles tied to insurance distribution and trust-related services. They do not identify as an active ESG investor. Fee arrangements are described as fixed fees and “other,” which suggests a mix of retainer or flat-fee planning engagements alongside bespoke pricing for certain accounts or services. As a multi-product adviser, Erben blends traditional wealth management with insurance and trust capabilities to meet both investment and non-investment needs for affluent families and select institutional mandates.

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