A complete list of active advisors currently associated with Emergent Financial Group, LLC
Warmer can help you find a great advisor at Emergent Financial Group, LLC or one who fits your needs even better.
Emergent Financial Group provides investment advisory and pension consulting services primarily to retirement plan sponsors and other institutional clients, while also offering asset management and written financial planning for individual accounts. The firm is newly registered (formed in late 2021) and reported no assets under management as of March 2023, operating with a single investment professional. Investment advice combines long-term, value-oriented strategies with tactical and strategic asset-allocation tools, and the firm cites use of fundamental, technical and cyclical analysis to inform portfolio decisions. For retirement clients Emergent Financial Group offers both nondiscretionary fiduciary consulting (investment policy statements, due diligence, benchmarking, participant education) and discretionary fiduciary management including qualified default investment alternative (QDIA) development and ongoing monitoring. A distinctive feature of the firm is that it also conducts insurance business as a licensed independent insurance agent—offering property and casualty, life, disability and annuity products—which the brochure notes can create commission-related conflicts that the firm says it discloses and seeks to manage. The firm also requires use of a single institutional custodian platform for managed accounts and emphasizes ERISA-focused services for plan sponsors, a combination that is less common among investment-manager firms.
To learn more about the advisors currently working at Emergent Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 3
|
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