About
About
About
About
Build a modern, agile, smart, and sustainable advisory for the modern era.
Build a modern, agile, smart, and sustainable advisory for the modern era.
Build a modern, agile, smart, and sustainable advisory for the modern era.
Build a modern, agile, smart, and sustainable advisory for the modern era.
Marianne Ehlers CEPA® - Investment Advisor Representative
Your Business & Personal Life
Are Deeply Intertwined.
- Financial Security -
At Marianne Ehlers' firm, we offer a distinctive family office experience tailored to a select group of clients. This means we are time-focused, providing personalized attention and a deep understanding of your unique circumstances. We place a hyper-emphasis on you, your business, and your wealth management solutions, ensuring a comprehensive and integrated approach to your financial needs.
Marianne Ehlers
Investment Advisor Representative
About Marianne Ehlers
Marianne is certified and specializes in helping business owners plan for the transition out of their company, including maximizing the value of the business before selling or transferring ownership; essentially, guiding them through a successful exit strategy.
CEPA
Certified Exit Planning Advisor
As an Investment Advisor Representative, Marianne is a licensed professional who provides personalized investment advice and financial planning services to individuals and businesses. She plays a crucial role in helping clients navigate the complex world of investing.
Investments
Investment Advisor Representative
In 2024, Marianne Ehlers was selected from over 182 professional candidates to join the SCOPE™ Institute as a faculty member. The SCOPE Institute, a nonprofit 501(c) educational entity helping business owners target solutions for a successful transition, sale, or exit, named Marianne Ehlers as the Director of Education for Orange County, California.
SCOPE™ Institute
Faculty Member
Marianne has the motivation to build and run her business, characterized by traits like creativity, innovation, resilience, a strong work ethic, a belief in her vision, and a willingness to take calculated risks to achieve her goals; essentially, it's the core energy and mindset that fuels the entrepreneurial journey.
Business Owner
Independent
As your fiduciary, our responsibility is to plan, strategize, collaborate, and
execute the most critical things in your life, whatever your goals might be.
