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 advisory firm that works primarily with individual clients, including those approaching or in retirement and individuals pursuing financial independence (FIRE). It provides comprehensive, holistic financial planning and ongoing financial guidance across areas such as cash flow and budgeting, retirement and distribution strategies, education funding, tax and estate planning, risk management, and divorce-related planning, and delivers written action plans for clients to implement. The firm’s investment consultation typically emphasizes passive, low-cost index mutual funds and ETFs tailored to a client’s objectives, time horizon, and tolerance for risk, while allowing clients to impose constraints on recommended investments. Emancipare operates as an advice-only provider (it does not manage or custody client assets) and focuses on full comprehensive plans rather than modular planning, combining plan delivery with regular educational meetings and annual plan updates. What distinguishes Emancipare from many peers is its explicit educational focus — offering web-based learning sessions and periodic in-person workshops in addition to client meetings — and its compensation model, which relies on fixed, flat-fee and hourly arrangements rather than percentage-of-AUM billing or commission-based compensation. The firm also discloses it does not receive trails or other external commissions and places responsibility for implementation with clients rather than providing discretionary portfolio management or custody.
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
| 4
| |
Easton, PA
| 1
|
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