EHG Wealth Management

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Firm Details

Metro area Indianapolis
CRD Number 342819
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Overview

EHG Wealth Management is an SEC-registered investment advisor formed in May 2026 and headquartered in Indianapolis, Indiana. Principally owned by Echelon Heritage Group LLC (co-founded by Anthony DeCicco and Guy Mascaro), the firm acts as an investment allocator providing fee-based portfolio management, financial planning, tax optimization, and estate planning strategies for ultra-high-net-worth clients.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

EHG Wealth Management

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