A complete list of active advisors currently associated with Emerick Financial Planning, LLC

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

Emerick Financial Planning provides financial planning and investment consultation to individuals, high‑net‑worth clients and small businesses. Services described in the brochure include cash flow and debt management, retirement and college funding planning, tax and estate planning, employee benefits guidance, investment consultation, and scheduled educational workshops offered to the public. The firm operates under a fiduciary standard and uses fundamental analysis and Modern Portfolio Theory when providing investment guidance, generally favoring long‑term, buy‑and‑hold allocations in mutual funds and ETFs with periodic rebalancing. Financial planning engagements are delivered on an hourly or fixed‑fee basis (broad‑based or modular), and investment advice is non‑discretionary with clients retaining final implementation authority. Notable distinctions include that the firm’s principal holds CFP® and CPA credentials while the firm itself is not affiliated with an accounting practice and does not provide tax preparation services; it coordinates with outside professionals as needed. The firm also routinely offers complimentary educational workshops and structures fees as hourly or project/project‑based fixed fees rather than percentage‑of‑AUM charges, and it does not maintain discretionary custody or ongoing portfolio management of client assets.

To learn more about the advisors currently working at Emerick Financial Planning, 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.