A complete list of active advisors currently associated with Emerald Advisors, LLC

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

Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations and business entities through a multi-family office model that combines financial planning, consulting, and discretionary investment management. The firm manages nearly $941.4 million in client assets (as of December 31, 2025) and offers tiered planning memberships (e.g., Diamond, Emerald, Ruby) alongside portfolio management and family office support. The firm takes a customized, top‑down approach to align assets with each family’s goals, emphasizing capital preservation and long‑term, tax‑aware strategies while allocating across ETFs, individual equities and debt, market‑linked notes, private placements and, when appropriate, independent managers. Emerald Advisors monitors portfolios on an ongoing basis, rebalances periodically, and supplements advisory relationships with estate planning facilitation via a third‑party technology platform that provides advisor read‑only visibility and an optional live attorney consultation model. Emerald Advisors is notable among team firms for supervising a relatively large asset base with a small advisory team, resulting in higher AUM per advisor than many peers, and for offering periodic educational seminars and client workshops (with premium events sometimes billed separately). The firm also provides several atypical operational services for its size, including third‑party class‑action claim monitoring (clients are included unless they opt out and the vendor retains 15% of recoveries), coordination of estate document creation through the platform, and a range of family office amenities such as bill‑pay, lending facilitation and trustee services.

To learn more about the advisors currently working at Emerald Advisors, 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.