A complete list of active advisors currently associated with Emancipare Investment Advisors
Warmer can help you find a great advisor at Emancipare Investment Advisors or one who fits your needs even better.
Emancipare Investment Advisors is a small, independent advisory firm that provides comprehensive financial planning and investment consultation to individual clients, including those approaching or in retirement. The firm offers one-time financial plans, plan reviews, and an ongoing guidance program while explicitly operating as an advice-only provider that does not hold custody of or manage client assets. The firm’s process emphasizes creating written investment guidelines aligned with clients’ time horizons, objectives, and risk tolerance and typically recommends passive, low-cost index funds and ETFs as appropriate. Emancipare delivers full, holistic financial plans (it does not offer modular planning), and its ongoing service includes regular reviews and monthly client meetings on focused topics plus an annual plan update. Distinctive features relative to peers include operating without portfolio management authority or percentage-of-assets fees, instead using fixed and hourly fee arrangements and reporting no discretionary or non-discretionary assets under management. The firm’s small two-advisor structure and an ongoing flat-fee guidance program differentiate it from larger managers, and its brochure notes that an earlier offering of educational workshops was dropped after being unused.
To learn more about the advisors currently working at Emancipare Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Easton, PA
| 5
| |
Easton, PA
| 1
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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