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

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

Emergent Wealth Advisors serves individual clients — including high‑net‑worth individuals — as well as trusts, estates, charitable organizations and business entities, providing discretionary asset management, negotiable fixed‑fee financial planning and limited ERISA 3(21) fiduciary services for retirement plans. The firm implements portfolios directly and through platforms such as AssetMark or Orion and by recommending third‑party money managers and institutional strategists. Investment programs are developed around each client’s goals, time horizon and documented risk tolerance, with analysis that may include fundamental, technical and cyclical methods and periodic account reviews at least quarterly. Emergent accepts discretionary trading authority, prepares client reports, and tailors allocations using both in‑house management and outside managers available on its selected platforms. Notable operational and affiliation features include firm principals’ separate, licensed insurance practices — which may result in commission‑based recommendations and are disclosed as a potential conflict mitigated by the firm’s fiduciary procedures — and the firm’s participation in platform arrangements that can include business development allowances and third‑party fee sharing. The firm also operates at a relatively large scale for a three‑advisor team, and discloses certain operational choices such as not aggregating trades for block execution and not voting client proxies.

To learn more about the advisors currently working at Emergent Wealth 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.