Erben Associates is a family wealth advisory firm built on the values of family, trust, expertise and solid planning. We offer no-nonsense, practical advice and step-by-step plans designed to help you transition your business and provide financial growth and security for you and your family so you can focus on your day-to-day business affairs.

We see ourselves as caretakers of your family’s financial future. Our approach of wealth risk stewardship rather than simple management is rooted in the experience, competency and processes built by our trusted family of advisors.

At Erben Associates, we listen to your goals and work to create a clear plan for managing your wealth and investments, working toward the peace of mind and security you’ve earned.

James B. Erben

Principal

Brittany Worrell

Director of Operations

Dan McGovern

Director of Managed Assets

Paul Elmendorf

Succession and Wealth Planner

Carly Turner

Head of Marketing and Client Services

Noah Remmert

Investment & Planning Coordinator

Jack Collins

Client Service Manager

Audrey Doubek

Client Experience Manager