Ehrlich Financial Group

Plan with the big picture in mind

We help successful Orange County professionals and their families thoughtfully prepare for and enjoy retirement. We carry the burden of wealth management for you.

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Work Together

Too often, talking about money is stressful and confusing. We make it personal, intentional, and easy to understand. As an independent firm, our investment strategy puts your goals at the center.

  • I'm here for financial planning

    You're earning the right income and have your finances in order. But now, it's time to put that money to work. Before we develop the investment strategy, we get to know you and your family's desires, then develop a financial plan customized to your desires.

    Get a financial plan

  • I'm here for investment advice & wealth management

    You've worked hard to save for retirement, but knowing how much you can safely spend each year is complicated. After understanding your goals and creating your financial plan, we figure out the smartest way to turn your savings into monthly income that won't run out. We handle all the details of which accounts to use and when, so you can simply enjoy your retirement knowing your money is being managed wisely.

    Develop an investment strategy

  • Know exactly how much you can spend each month in retirement

  • A withdrawal strategy that protects your nest egg

  • Model different retirement scenarios before you decide

  • Tax-efficient investing that keeps more money working for you

  • Regular check-ins so nothing falls through the cracks

  • One cohesive plan that connects all your financial pieces

  • Fee-based—no hidden commissions or product sales

  • Calculate your actual retirement date based on your goals

By the Numbers

A foundation built on experience and trust

82 years

Combined years of serving clients with prudent and thoughtful financial advice

$250m+

Assets under management

99%

Client retention rate for the last two years

Who We Serve

When to reach out to a Certified Financial Planner

Building wealth in your 40s

You're making good money, but juggling competing priorities—mortgages, college savings, retirement accounts. You want expert guidance without spending hours researching investments, and you need a long-term roadmap that grows with your career.

Preparing for retirement in your 50s and 60s

Retirement is finally in your view, but the questions are piling up. When can you actually retire? Will your savings be enough? Should you both retire at once or stagger it? You need clarity, not more conflicting advice from the internet.

Protecting your retirement in your 60s and beyond

You've worked decades to build your nest egg. You're looking for confidence that your withdrawals won't deplete it too soon, that market downturns won't derail your plans, and that your family will be protected no matter what happens. Now, it's time to enjoy it.

Andy gave us the confidence we needed.

You work hard your whole life, then retire, and suddenly it's like, what are we going to do today? We've been preparing for this, and now we're having a great time. Andy is definitely an asset.

Steve J., Retired Business Owner

This testimonial was provided by a current client of Ehrlich Financial Group. No compensation was provided for this testimonial. This client's experience may not be representative of all client experiences.

Steve J., Retired Business Owner
Steve J., Retired Business Owner

How We Work

We're here to help you every step of the way. From the initial meeting to the ongoing partnership, we're here to support you and help you achieve your financial goals.

  1. Step 1

    Complimentary Connection Meeting

    A no-pressure, one-hour meeting to get to know each other. You'll share what's on your mind financially, and we'll explain our approach. If it feels like a fit, great—if not, there's no obligation.

  2. Step 2

    Build Your Financial Roadmap

    We'll gather your financial details, clarify your goals, and in 2–3 focused meetings create clear, personalized recommendations. Our team makes sure nothing gets missed, and you always know what's next.

  3. Step 3

    Ongoing Partnership & Support

    We help you implement your plan, then stay by your side with annual reviews, multiple check-ins per year, and timely reviews of insurance and estate planning. Our promise: same-day responses because your time and money matter.

Frequently Asked Questions

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Financial peace begins with preparation

Planning for your retirement doesn't have to fall on your shoulders. Fill out the form on our contact page, and we'll let you know how our partnership can give you the confidence to know you and your family are financially secure for years to come.

Get financial peace