A complete list of active advisors currently associated with Emberhouse, LLC

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

EmberHouse serves individuals (including high-net-worth clients), retirement plans, charities, trusts, and businesses, providing discretionary asset management alongside integrated financial planning and ERISA-plan advisory services. The firm invoices asset management through an all-inclusive wrap fee program and does not offer financial planning as a standalone service. Portfolios are managed on a discretionary basis using documented client objectives, risk tolerances, and time horizons; the firm monitors allocations, rebalances as needed, and provides periodic performance reporting. EmberHouse’s investment analysis and implementation draw on a range of methods—fundamental, technical, quantitative, and modern portfolio theory—and may include derivatives, options, margin trading, ETFs, and other instruments depending on client objectives. What stands out relative to peers is the firm’s role as a wrap-fee program sponsor and its choice to deliver asset management exclusively within that wrap structure, a practice uncommon among independent advisers. The brochure also highlights retirement-plan fiduciary services (3(21)/3(38)) and a broad, sometimes higher‑risk toolkit (e.g., leveraged/inverse ETFs, futures, options), which is notable for an independent adviser with a relatively compact operating structure.

To learn more about the advisors currently working at Emberhouse, 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.