We’re here to help you make the right moves.

Erben Associates is a family wealth advisory office focused exclusively on privately-held business owners, corporate executives, and high net worth individuals. Our mission is to efficiently crystallize our clients’ goals and accomplish their objectives as they relate to an exit from their business or professional employer. We deliver a written road map that includes building contingency and post-exit planning considerations into their plans to accomplish their life and legacy goals. Through our expertise, experience and resources we create the peace of mind our clients deserve and desire.

James B. Erben

MSFS, AEP
President