ERBEN ASSOCIATES is a "by invitation only" wealth advisory organization focused exclusively on privately-held business owners, corporate executives, and successful individuals. We assist our clients in creating the peace of mind that they desire through our unique, objective driven processes. Our proprietary interest is to help our clients achieve the following common objectives:

• Protect their assets from excessive tax-burdens and undesirable future potential creditors.
• Pass on their hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy of their dreams.
• Provide a measure of comfort as we attempt to harmonize a client's risk tolerance with their desired return on their managed assets.
• Ensure that the client's passions for charitable giving are crystallized and enabled to be continued for future generations.

Through our expertise, experience, and unparalleled resources, we remain dedicated to providing our clientele sound recommendations geared specifically towards the accomplishment of their objectives.

The asset of our clients that we value the most…….is their trust!