Empowering Your Success
Through Expert Guidance Unlock insights from top industry leaders in law, finance, and accounting. Learn More Your Trusted Advisors for Legal,
Financial, and Business Success Connect with experts who understand your needs and help you thrive. Learn More Expert Knowledge,
Real-World Solutions Gain valuable insights from experienced professionals at our exclusive events. Learn More

The Estates Expert Advisory Group

  • ESTATES AND TRUSTS LEGAL SERVICES
  • WEALTH MANAGEMENT
  • CPA, CFP, BOOKKEEPING, TAX RETURNS
  • ELDERCARE CONCIERGE
Click Here

For Intellectual Property Legal Services

  • REGISTERED PATENT ATTORNEYS
  • TRADEMARKS, COPYRIGHTS, TRADE SECRETS
  • DOMESTIC AND INTERNATONAL
Click Here
legal counsel, financial planning, or accounting expertise

About Us

At Expert Advisory Group, we prioritize people over profit, offering honest financial, legal, and elder care guidance grounded in integrity and trust. Our team values meaningful communication, ethical practices, and exceptional service. We’re here to support you with clarity, compassion, and commitment—because your needs matter, and we believe relationships are the foundation of lasting solutions.

The Mission

The Estate Expert Advisory Group this team of Wealth Management, Legal, Trust, CPA-CFP, and Eldar Care professionals providing coordinated, comprehensive Estate Management Services for clients who would benefit enormously from complex trust-annuity retirement strategies, thus relieving the constraints and requirements that deter many people who would benefit from these strategies from moving forward.

Our Services

A Strategic Association of Estate Planning, Financial Analysis, Trust Management and Elder Care Concierge Professionals

operator (1)

Wealth Management

Wealth Management
Property and Healthcare Document Preparation

restructuring (1)

Legal Services Trust Services

Estate Legal Services
Trust Services

talk (1)

Expert Elder Care Advisors

Elder Care Concierge
Expert Insurance Claims

discussion

CPA-CFP Advisory Group

CPA - CFP Economic Tax Model Verification

View All

Book An Appointment

    Expert Advisory Group

    We deliver unconventional solutions, combining the most advanced web technologies

    mehrman

    Michael J. Mehrman

    Managing Attorney, Mehrman Law Office, Intellectual Property, Estates and Trust Services
    team-img-03-700x800

    Steven Stewart

    Intellectual Property Law attorney
    EJ Asbury

    EJ Asbury

    Counsel, Mehrman Law Office, Intellectual Property
    Sergi

    Martin J. Sergi

    CPA-CFP, Bee Street Advisors
    mehrman

    Michael J. Mehrman

    Managing Attorney, Mehrman Law Office, Intellectual Property, Estates and Trust Services
    EJ Asbury

    EJ Asbury

    Counsel, Mehrman Law Office, Intellectual Property
    Sergi

    Martin J. Sergi

    CPA-CFP, Bee Street Advisors
    Scott -img

    Scott Cha-Choe

    Account Manager, Wealth Management

    Recent NEWS

    We are idea generators, goal seekers, challenge-thirsty professionals, creators of unique Internet
    projects. We deliver unconventional solutions,

    We provide solutions to grow business.

    Contact Us

    Latest Events

    We are idea generators, goal seekers, challenge-thirsty professionals, creators of unique Internet
    projects. We deliver unconventional solutions,