Bob Ehinger works with executives, business owners, and multi-generational families whose financial lives involve concentrated risk, complexity, and long-term consequences. 

After graduating from Dartmouth College, Bob began his career at Travelers Insurance Company, where he held a leadership role in the New York office managing the employee benefits division.  His early work focused on the design of executive and ownership-level benefit structures, providing exposure to the instersection of compensation, risk, and long-term planning. 

In 1995, Bob, established his practice within Lee-Nolan Associates, LLC.  Over time, his work evolved away from broad financial planning and toward advanced risk transfer and wealth structuring, often in coordination with a client's existing advisors. 

Today, Bob's role is best described as strategic and architecturural.  He is typically engaged when families or buisness owners face decisions involving liquidity events, ownership transitions, concentrated assets, estate exposure, or legacy planning --situations where risks exist that are not fully addressed by traditional investment or legal planning alone. 

In some cases, implementation involves insurance-based strategies.  In others, it does not.  The focus is alway on alignment, control, and long-term outcomes, not products. 

Bob also brings a deeply personal perspective to planning for families with disabled members.  As the father of a child with Down syndrome, he understands firsthand the importance of thoughtful structuring, continuity, and dignity when long-term care, decision-making authority, and legacy considerations intersect.

 

Designations:

Chartered Life Underwriter (CLU®)

Chartered Financial Consultant (ChFC®)

Certified Advisor in Philanthropy (CAP®)

Certified Financial Planner (CFP®)

Chartered Special Needs Consultant (ChSNC™)

Certified Family Business Specialist (CFBS)

Retired Income Certified Professional (RICP®)

Education

Dartmouth College

Hobbies

Guitar, Tennis, Platform Tennis, Golf