A complete list of active advisors currently associated with Embark Wealth Management, LLC

Warmer can help you find a great advisor at Embark Wealth Management, LLC or one who fits your needs even better.

Embark Wealth Management, LLC provides investment supervisory services and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and small businesses; the firm reports managing roughly $57.4 million across about 369 client relationships and is supported by three advisors. It implements portfolios using mutual funds, equities, bonds, ETFs, REITs, private placements and insurance products as part of its service suite. The firm’s investment process is grounded in fundamental analysis and includes long‑ and short‑term trading and options writing, with each client assigned an Investment Policy Statement that documents objectives, time horizon and risk tolerance and guides monitoring. While Embark may request discretionary authority in agreements, its disclosed assets under management are primarily non‑discretionary (about $57.4M non‑discretionary and $0 discretionary as of December 2025), so clients typically retain trade approval. Noteworthy features include formal affiliations with an insurance agency and with an accounting/retirement‑plan business; firm personnel are licensed to sell insurance and provide retirement‑plan services, and the brochure discloses these ties and related conflicts of interest. The firm also directs clients to use a specific custodian (Shareholders Service Group), receives research/soft‑dollar benefits, and uses direct fee deductions for billing—operational choices that affect custody, execution and potential conflicts relative to many peers.

To learn more about the advisors currently working at Embark Wealth Management, LLC, 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.