A complete list of active advisors currently associated with Eminence Wealth Management Inc.

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

Eminence Wealth Management provides portfolio management, investment analysis, and financial planning to individuals, families, small businesses, trusts, estates, and corporate entities, and delivers both discretionary asset management and written financial plans. The firm also participates in a wrap-fee platform (AE Wealth’s Direct Asset Management Services) and offers implementation assistance for parts of clients’ plans, including small-business succession planning. The firm’s investment process combines quantitative, fundamental, technical, and economic analysis to drive model-based asset selection and ongoing portfolio reviews, and it may trade under discretionary authority using limited powers of attorney. Strategies described in the brochure include long- and short-term purchases, strategic asset allocation, and use of ETFs and model portfolios, with explicit acknowledgment of model, market, tax, and liquidity risks. A noteworthy feature in the brochure is the firm’s offering of educational seminars and workshops on personal finance and investing, presented as educational and non‑solicitous—an offering less common among similar team firms. Leadership is concentrated: the firm’s principal is described as the sole investment professional and also serves as chief compliance officer, and some supervised persons maintain an affiliated insurance practice (generating commission income in their individual capacities), which the firm discloses and says it manages; the brochure further discloses that the firm and its management persons are not registered as futures commission merchants.

To learn more about the advisors currently working at Eminence Wealth Management Inc., 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.