The Erben Advantage
It is the goal of Erben Associates to provide exceptional service to our clientele through client-centric methods, powerful resources and over two decades of investment expertise. We grow our business through “by invitation only” relationships, which we build from the trust and referrals of our clients and advisors.
Meet our team
Our Philosophy
Erben Associates, LLC is dedicated to creating peace of mind for our clients as they pass through the various life cycles. We help them focus on their objectives to build value in their companies, minimize tax liabilities, maximize financial return, plan for contingencies and incorporate personal wealth planning.
Our clients benefit from our ability to deliver systematic, organized processes for the design, management, and implementation of their investment tools. We create customized strategies to meet their unique goals through comprehensive road maps that include considerations for their estate, businesses and wealth. Our strategic planning process helps to minimize tax consequences to estates and businesses, reduce risk associated with growing personal assets, and increase the likelihood of a successful transfer of business ownership.
“The nicest thing about not planning, is that failure comes as a complete surprise, rather than preceded by a period of worry and depression.” – Sir John Harvey Jones
- 57% of Americans do not have a will, according to Bankrate.
- 70% of family-owned businesses do not survive a transition to the second generation, as reported by the Small Business Association.
- Only 12% make it to the third generation, and 3% to the fourth and beyond.- Americans lost an average of 27% of their 401(k) retirement savings in 2008, reports a study published by Fidelity Investments.
