We are fiduciaries and trusted advisors.
EMBREE FINANCIAL is a Registered Investment Advisory firm providing Wealth Management and Retirement Plan Services. We assist a wide range of clients across the country in many different stages of life. We also provide institutions and their employees with retirement plan services.
We are client-centric.
Our professionals work closely together to provide investment expertise through a client-centric service model. Our clients benefit from a diversified lineup of investments with low costs and access to an experienced team of advisors. As a client, you’ll receive a fully customized strategy to help you achieve your full wealth potential.
We are proven performers.
We are proud of our long-term track record for portfolio performance and client satisfaction because these are direct reflections of the value we deliver to clients. Together, these contribute to our industry-leading client retention rate and countless referrals.
EMBREE FINANCIAL highlights
Who we help
Sample of our services and strategies
- Retirement planning
- Investment strategies
- Asset and tax management
- Risk management
- Insurance strategies
- Education funding
- Legacy planning
Our core values at EMBREE FINANCIAL are trust, transparency and teamwork. Enduring client relationships depend on all three, without exception.”
A collaborative approach
Our team-based approach to client relationships is holistic. Addressing your comprehensive needs at many different stages of life is far more than a one-person job.
All of our plans for clients are completely customized and based on your specific resources and unique goals. We have never offered cookie cutter or packaged guidance and never will.
Our first client in 1995 still works with and trusts us today. That’s the benchmark for every one of our client relationships as our team strives to be accessible, responsive and long-term oriented.
Recognition of our value
The Financial Times has named EMBREE a Top 300 private wealth advisor and retirement plan consultant in the US for each of the last five years.
Our team of financial planning experts
or explore how you can join our team.