Ehlen Heldman logo

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.

Find Ehlen Heldman employees' phone numbers or email addresses

Ehlen Heldman Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    23

Ehlen Heldman's Leadership

  • Stylized image of a person
    N. T. W.
    Client Services Associate
    Phone icon
  • Stylized image of a person
    K. H.
    Accounting Supervisor
    Phone icon
  • Stylized image of a person
    L. W.
    Tax Associate
    Phone icon
  • Stylized image of a person
    S. A.
    Client Services Associate
    Phone icon

Ehlen Heldman Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Ehlen Heldman

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. T. W.
    Client Services Associate
    Phone icon
    Jun 29, 2026
  • Stylized image of a person
    K. H.
    Accounting Supervisor
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    L. W.
    Tax Associate
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. A.
    Client Services Associate
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Ehlen Heldman known for?

Minus sign iconPlus sign icon
Ehlen Heldman was founded in 1989 operates in the Accounting industry; you can contact the main corporate office by phone at . Explore Ehlen Heldman's company overview page for more information.

What is Ehlen Heldman's most common email format?

Minus sign iconPlus sign icon
Ehlen Heldman employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ehlen Heldman email formats with LeadIQ.

How many employees does Ehlen Heldman have currently?

Minus sign iconPlus sign icon
Ehlen Heldman has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Ehlen Heldman's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Ehlen Heldman's key employees include:

  • Client Services Associate: N. T. W.
  • Accounting Supervisor: K. H.
  • Tax Associate: L. W.
  • Client Services Associate: S. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.