Education
Build understanding of financial concepts and the choices in front of you.
Back to EH Wealth Advisors
MyAdvisor
Education, investing, planning and consulting paths designed to help you take your next financial step. Discuss the services that fit your priorities and the engagement you choose.
Investing
Discuss investment-related needs and the services appropriate to your selected engagement.
Planning
Organize financial priorities and explore steps toward your goals.
Consulting
Work through defined questions and decisions with focused guidance.
Not sure which program fits? Book a discovery conversation to discuss your needs and explore the appropriate service options.
Book Your DiscoveryMake 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.comMake 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.