Erben Associates Employee Directory

Financial ServicesTexas, United States11-50 Employees

Erben Associates is a financial services firm that specializes in exit and succession planning for business owners and high-net-worth individuals. The firm helps clients align the value of their business, personal wealth, and long-term goals into a cohesive plan, coordinating existing advisory relationships to ensure decisions are made in a unified context. Based in Austin, Texas, the firm positions itself as a facilitator that brings organization and alignment across a client’s advisory team, aiming to produce integrated outcomes rather than isolated recommendations. The company serves business owners and high-net-worth individuals seeking structured, cross-disciplinary guidance to manage transitions and wealth planning, with the capability to unify disparate advisory activities into a single framework. Erben Associates operates within the financial services sector, focusing on planning services that connect business value with personal wealth strategies in support of long-range objectives.

Find Erben Associates employees' phone numbers or email addresses

Erben Associates Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Erben Associates's Leadership

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    M. H.
    Director Of Operations
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    A. D.
    Client Experience Manager
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    B. E.
    Business Development Manager
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    Z. R.
    Client Experience Manager
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    G. W.
    Senior Advisor
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    F. K. R.
    Certified Family Busines Advisor
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    S. B.
    Office Coordinator
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Erben Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Erben Associates

Name
Title
Contact Info
Location
Last Update
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    M. H.
    Director Of Operations
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. D.
    Client Experience Manager
    Phone icon
    United StatesIowa
    Dec 18, 2023
  • Stylized image of a person
    B. E.
    Business Development Manager
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    May 04, 2024
  • Stylized image of a person
    Z. R.
    Client Experience Manager
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    G. W.
    Senior Advisor
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    United StatesMississippi
    Apr 13, 2026
  • Stylized image of a person
    F. K. R.
    Certified Family Busines Advisor
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    Oct 17, 2024
  • Stylized image of a person
    S. B.
    Office Coordinator
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    Oct 22, 2024

Frequently Asked Questions

What is Erben Associates known for?

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Erben Associates was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 300 Beardsley Lane Suite D-200 Austin, Texas 78746 United States; you can contact the main corporate office by phone at . Explore Erben Associates's company overview page for more information.

What is Erben Associates's most common email format?

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Erben Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Erben Associates email formats with LeadIQ.

How many employees does Erben Associates have currently?

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Erben Associates has approximately 15 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Erben Associates's key employees and leadership?

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As of June 2026, Erben Associates's key employees include:

  • Director Of Operations: M. H.
  • Client Experience Manager: A. D.
  • Business Development Manager: B. E.
  • Client Experience Manager: Z. R.
  • Senior Advisor: G. W.

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