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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
New England Securities 4 years, 4 months Apr 2003 - Aug 2007
Erin Ludwig 16 years, 6 months Jan 2001 - Present
Middle Smithfield Presbyterian Church Preschooleast Stroudsburg, Pa 14 years Dec 1995 - Dec 2009

Designations & Memberships

  • Kingdom Advisors
    Membership
    Kingdom Advisors
    Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Enrolled Agent
    Designation
    Enrolled Agent
    An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.

Articles and Answers

Insights by Erin Baehr

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 31, 2010
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 9, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Baehr Family Financial, LLC

Last updated on May 2, 2017
    • $37.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 208
      Accounts
    • $178.5K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements