Partnering possibilities Bring your business and become part of ours.
Why partner with us?
As an independent Registered Investment Advisory firm, EMBREE FINANCIAL serves as fiduciaries and trusted financial advisors to a wide range of clients in many different stages of life. We also serve institutions and their employees through retirement plan services. Partnering with us means partnering with a premier financial planning and investment management firm.
While most of our team is based in the Chicagoland area, we serve clients nationwide. And we are always looking to grow by adding partners who share our commitment to putting clients first and helping them achieve their full wealth potential.
What we look for
Most importantly, potential partners must share our core values of trust, transparency, and teamwork. Also, we seek partners with a strong track record of enduring client relationships.
Although complementary capabilities are ideal, we also look for deeper expertise with our core solutions.
We empower clients to build on their past success, support their life objectives, provide them with the resources to make sound financial decisions, and facilitate their ability to embrace each phase of their financial life.
A collaborative approach
Our team-based approach to client relationships is holistic. Addressing a client’s 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 their specific resources and unique goals. We have never offered universal guidance and never will.
Our first client in 1995 still works with and trusts us today. That’s the benchmark every member of our team strives for in every relationship.