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Chicago-based financial planning and investment management firm serving clients nationwide

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

$2B+

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.

Interested in your business becoming part of ours?