EHD Advisory Services

Firm Profile

EHD Advisory is an independent, privately held financial services firm offering highly personalized strategies to a diversified clientele which includes individuals, families, foundations and businesses.

The guiding principle of EHD Advisory Services has always been responsive, personalized and impeccable service built on trust, and we have compiled an enviable reputation for helping the people who engage our services.

KEY CONTACTS
Steven Maher
(717) 390-4336 ext 245
spmaher@ehdadvisory.com

WEBSITE
www.EHDAdvisory.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million)

OPTIONS AVAILABLE
• 3rd Party Vendor Analysis Tool
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• Participant Advice/Participant Services
• Allows Fiduciary Declaration3(21)/3(38)
• Plan feature review/plan design consulting

3rd Party Clearing BD: Global Retirement Partners (GRP) via LPL Financial