Gregory E. Heldman, CPA/PFS, CFP®, CGMA
Non-Equity Partner
Greg is a business and personal wealth advisor, providing financial peace of mind through wealth management and tax strategies. After graduating from the University of Southern Indiana in 1979 he worked as an internal auditor before entering the field of public accounting in 1983. He co-founded Ehlen Heldman & Co., P.C. in 1990 and EHC Wealth Advisors, LLC in 2000.
As a CPA/PFS, CGMA and CFP® professional, Greg consults with businesses and individuals providing expertise and strategies in tax, accounting, and wealth management. He is a member of the American Institute of Certified Public Accountants, Indiana CPA Society, Financial Planning Association of Greater Indiana and the National Society of Accountants for Cooperatives.
Greg enjoys sports, travel and outdoor activities along with coaching youth basketball and cooking on his Big Green Egg.
Greg Heldman is a registered representative offering securities through Avantax Investment ServicesSM, Member FINRA, SIPC, and investment advisory services through Avantax Advisory ServicesSM.
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