A complete list of active advisors currently associated with Embark Financial Partners

Warmer can help you find a great advisor at Embark Financial Partners or one who fits your needs even better.

Embark Financial Partners is a registered investment adviser that provides financial planning and consulting to individuals, trusts, retirement plans and business clients. The firm does not manage client assets or take custody; its advisory services are delivered through written financial plans and consultations rather than discretionary portfolio management. The firm says it tailors advice to clients’ objectives and allows reasonable restrictions on holdings, and it offers periodic plan reviews with updates on request. Although Embark does not implement trades for clients, its brochure describes using technical and quantitative analysis as inputs to its advice and planning work. Notably, Embark does not charge percentage-of-assets-under-management fees and reports no assets under management, a practice that is uncommon for firms in this regulatory category. Representatives are dually registered with a broker-dealer and hold insurance licenses, and the firm discloses potential conflicts from commissionable product sales and limitations tied to broker-dealer–approved offerings while stating steps to mitigate those conflicts.

To learn more about the advisors currently working at Embark Financial Partners, 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.