ALIGN YOUR PERSONAL WEALTH WITH YOUR EXIT STRATEGY

Investment management for a
holistic view of your financial goals.

Investments are the driver for
your exit planning goals.

Our team works with your investment managers to help ensure your risks align with the goals you’ve set in your exit plan.

As an agnostic, independent party, we can look at the entire market and consider what your portfolio needs — not just what a corporation offers.

We’ll ask the questions you may not know to ask, challenge the results when necessary, and work to ensure we’re executing your well-written exit plan.

Avoid these top investment landmines:

In thirty years of experience, we’ve seen too many business leaders
come to us unprepared for life after their exit from the company.

  • No alignment of personal wealth and succession planning.
  • Not preparing for an emergency exit.

  • Not having clear goals or expectations about life after retirement.

  • Outliving money in retirement.

Allow our team to help you avoid these
landmines so you can exit in style.

Meet Your Investment Team

JIM ERBEN

Principal

DAN McGOVERN

Co-Director of Managed
Assets & Senior Advisor

NOAH REMMERT

Investment &
Planning Coordinator

AUDREY DOUBEK

Investment Coordinator

Erben Associates has helped hundreds of leaders clarify, plan, and ultimately exit in style through our signature process:
Succession by Design, Not Default™.

INITIAL CONSULTATION

This introductory call is
designed to get to know you
and your goals.

REVIEW MEETING

We review your current position to
identify opportunities for improved
structure & success.

CLEAR NEXT STEPS

We outline your unique roadmap so
you have a planned and well-executed
exit strategy.