Ehlen Heldman Employee Directory
AccountingIndiana, United States11-50 Employees
Ehlen Heldman is a professional services firm based in Indianapolis, Indiana, offering accounting, tax, and wealth planning through a collaborative team led by Doug and Greg. The firm emphasizes proactive, holistic planning to help clients make sound financial decisions and keep more of their earnings, aiming to address tax-efficient strategies alongside everyday financial management. Serving a client base within the accounting industry, the company positions itself as a provider of personalized services that integrate accounting, tax and financial advisory components. Founded on the principle of moving beyond historical tax returns to proactive planning, the firm operates from its Indianapolis location and serves clients seeking comprehensive financial guidance. A recent development notes that securities and advisory services are provided through Cetera-affiliated entities, indicating a broader financial services capability under separate ownership from the primary firm.