Achieve your full wealth potential.
We put your financial and life goals first.
They are the foundation for all of the financial planning and wealth management guidance we provide. EMBREE FINANCIAL is an independent investment advisory firm, and our team has been putting our clients first for more than 25 years.
How we help
We organize your financial affairs, provide tailored guidance to grow your wealth, and help you gain peace of mind.
Planning
Define and prioritize goals
Inventory assets and accounts
Organize your finances
Develop a holistic financial strategy
Advising
Risk management and insurance
Asset and tax management
Education funding strategies
Managing
Actively manage investments
Capitalize on emerging opportunities
Explore unique and attractive alternative investments
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EMBREE FINANCIAL highlights
400+
family/individual clients
80+
corporate/institutional clients
$1.7B+
in managed assets
1995
founded
What’s your wealth potential?
We want to help you understand it — and achieve it. Contact us today for an initial review of your financial goals or current plan at no cost.