A complete list of active advisors currently associated with Emerald Wealth

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

The firm provides fee‑only investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, and businesses. Services are offered on both an ongoing and project basis and include retirement and estate planning, tax and cash‑flow analysis, business planning, insurance review, and behavioral financial coaching. The investment approach combines asset‑allocation principles with both passive and active strategies and may use outside managers and model portfolios accessed through third‑party platforms, including Schwab’s model marketplace and an independent model provider. Accounts are generally managed on a discretionary basis, subject to client‑imposed restrictions, and portfolios can be customized for values‑based investing (including ESG options) or include limited exposure to cryptocurrency through funds or similar vehicles. Noteworthy features include the firm’s recent formation and that it currently reports no assets under management or clients, and that the principal also serves as the firm’s Chief Compliance Officer—a governance profile that departs from the more common solo‑practitioner setup among independent advisers. The principal holds CFP®, CRPC®, and behavioral‑finance credentials, and the firm emphasizes behavioral financial planning alongside traditional investment and planning services while operating without sales commissions.

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