Skip to content
    EH Wealth Advisors Logo
    Back to Wealth Advisory

    Draft preview · online intake not connected

    Get Started

    Explore how to begin an advisory relationship online. Discovery is optional, and expressing interest in a service tier does not enroll you or establish an engagement.

    A simple first step

    Start with basic contact details, a broad service interest and your preferred next step. No financial account details or documents are requested.

    Preview only: nothing entered here is saved or sent. No contact, enrollment or payment is created.

    Explore our advisory approach

    Your life, your values, and your finances—working together.

    Financial & retirement planning

    Cash flow, debt reduction, education funding, retirement projections, and income planning.

    Investment management

    A portfolio aligned with your goals, time horizon, and risk tolerance, with ongoing monitoring.

    Insurance & estate coordination

    Review protection needs, beneficiaries, and legacy goals, with coordination alongside your attorney and other advisors.

    Build a plan. Stay with the plan.

    Clarify your goals, gather your resources, design your plan, then implement and monitor. The services and scope appropriate to your relationship are reviewed before agreement; detailed financial information is shared only through the secure process provided by the team.

    This overview is not a personalized investment recommendation. Investing involves risk, including loss of principal. Your signed agreement governs the services and fees for your relationship.

    Your first step

    Tell us how you would like to begin

    Draft intake preview. Fields can be explored, but submission is unavailable until routing is configured. Entries are not saved or sent.

    Please do not include account numbers, balances, documents or sensitive financial information. Choosing an interest does not enroll you in a service.

    What happens next

    1. Minimal intake

      Once the online intake is configured, share basic contact details and, optionally, the service that interests you.

    2. Completeness check

      Designated staff check that the initial information is complete before forwarding it for review.

    3. Advisor fit review

      An advisor reviews your needs and whether the proposed services are an appropriate fit.

    4. Proposal, disclosures and agreement

      Review the proposed service scope, fees, disclosures and agreement before deciding whether to proceed.

    5. Onboarding

      A signed AUM advisory agreement opens onboarding. Billing runs as a separate, parallel track and is not the entry gate.

    Prefer to talk first?

    You can choose a 30-minute discovery conversation instead.

    Book Your Discovery

    Make the Most of Your EHWA Experience

    Keep account conversations in our work channels

    You can still reach Erica. Using our business service channels helps the team route, track and address account requests efficiently. Use our office phone or Client Services email for quick questions, and keep sensitive documents in the secure sharing process.

    Call Client Services: (248) 440-7774

    clients@ehwealthadvisors.com

    Make room for the right conversation

    Contact Client Services to coordinate a meeting suited to your question. Bring your priorities and questions so the conversation can focus on the decisions that matter to you. For documents, use the secure channel specified by the team.

    Here’s Your Team

    Millicent supports gathering and document coordination, including account-opening preparation. Erica leads advisory review and strategy discussions. Client Services helps you find your next step.

    Make the Most of the Services Available to You

    Revisit the services included in your signed agreement, share meaningful life changes and bring major financial decisions to the team. Ask how the services in your engagement can support your current priorities.