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.

Emerald Wealth provides advisory services to individuals, high‑net‑worth individuals, and businesses, offering both investment management and written financial planning. The firm operates as a fee‑only registered investment adviser and delivers portfolio management on discretionary and non‑discretionary bases alongside ongoing and project‑based planning engagements. The firm’s investment process combines fundamental, technical, and charting analysis with asset‑allocation-driven portfolio construction, using a mix of passive and active funds, ETFs, and individual securities; socially responsible investing and behavioral financial coaching can be incorporated when requested. For implementation, Emerald Wealth may utilize third‑party model portfolios and recommends or selects independent Outside Managers from a custodial model marketplace while maintaining ongoing monitoring and suitability oversight. Compared with peers in its regulatory category, Emerald Wealth is distinctive for offering written financial plans and portfolio management together while providing fixed‑fee and hourly pricing options for project‑based planning, features that are uncommon for firms with its profile. The firm also emphasizes selecting and evaluating Outside Managers rather than operating as a private fund adviser, and its ADV reflects that it is newly formed and currently reports no assets under management.

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.