Douglas B. Ehlen, CPA/PFS, CFP®, CGMA

Managing Partner

Using tax optimized strategies, Doug provides wealth services to carefully chosen clients committed to realizing their dreams and honoring their promises.

As Co-Founder of Ehlen Heldman in 1990 for tax and 2000 for wealth advisory, along with holding the designations of CPA/PFS, CGMA and CFP® professional; he is qualified to conduct an engaging process that addresses each client’s risks in achieving their goals.

His involvement in the American Institute of Certified Public Accountants, the Indiana CPA Society and the Greater Indiana Chapter of the Financial Planning Association (former officer and board member), demonstrates his commitment to the profession, community and client.

When Doug is not working with clients, he can be found with family on outdoor adventures canoeing the boundary waters of northern Minnesota, hiking trails in Glacier National Park or exploring the sea caves of Lake Superior.

Doug Ehlen is a registered representative offering securities through Avantax Investment ServicesSM, Member FINRA, SIPC, and investment advisory services through Avantax Advisory ServicesSM.

Check Doug out on BrokerCheck

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