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INDIANAPOLIS' ACCOUNTING AND FINANCIAL PLANNING PROFESSIONALS

A COMPREHENSIVE APPROACH TO
YOUR FINANCIAL FUTURE

For more than 25 years, we’ve worked with businesses and individuals to plan a secure and bright future for their organizations and families. Through our extensive background as CPAs and Financial Advisors, we have the unique ability to provide a comprehensive approach that optimizes your investments. Unlike other firms, we offer a wide variety of services that includes:



EXPLORE OUR
CPA SERVICES >>
EXPLORE OUR
WEALTH MANAGEMENT SERVICES >>


We have created two organizations to serve you:  Ehlen Heldman & Company, P.C. (our Tax, Accounting and Advisory organization) and EHC Wealth Advisors LLC (our Investment Management & Wealth Planning organization). Separately, we provide specific services, but collectively, we as a team provide Comprehensive Financial Solutions.



Our Mission

We assist clients in the creation
and preservation of wealth to
enhance their quality of life.
 

Our Vision

To provide a trusted, innovative,
timely, and beneficial service using
 a multi-disciplined approach that
exceeds client expectations. 


About Us

We’re a wealth management and accounting firm in Indianapolis with more than 25 years of experience.

OUR STORY >>

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.
Method 10(R) is property of 1st Global Capital Corp. 2017.  All Rights Reserved.
 We currently have individuals licensed to offer securities in the states of California, Florida, Indiana,
Minnesota, New York, North Carolina, Ohio, Texas, Virginia and Wisconsin.
This is not an offer to sell securities in any other state or jurisdiction.

Quick Links

CPA Portal
NetClient CS Login

Wealth Mgmt Portal
ShareFile Login

Account Access
Wealthscape Investor


Forms & Guides

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Schedule Your
Appointment
Online!

Events

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Previous Events
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130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030

Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC


 

 


Check the background of this financial professional on FINRA's BrokerCheck.