A complete list of active advisors currently associated with Emory Wealth LLC

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

Emory Wealth LLC is a small, independent advisory firm that serves individuals, high-net-worth clients, trusts, and estates and manages a modest number of client relationships. The firm offers discretionary asset management, financial planning, and may recommend independent third‑party investment managers to handle portions of client portfolios. The firm typically takes discretionary authority and constructs portfolios around each client’s goals, time horizon and risk tolerance, using a mix of fundamental, technical, charting and cyclical analysis and, where appropriate, options and both short‑ and long‑term strategies. When third‑party managers are recommended, Emory conducts initial due diligence and ongoing monitoring but does not control the managers’ day‑to‑day investment decisions. Noteworthy for a solo independent advisor, the firm’s principal also operates as an independent insurance agent and offers insurance products for separate compensation, a relationship the firm discloses as a potential conflict of interest. The firm also provides ERISA retirement plan services as a limited‑scope 3(21) fiduciary—assisting plan sponsors with investment policy development, option monitoring and participant education—which is a less common service offering among peers.

To learn more about the advisors currently working at Emory Wealth 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
Michael Harris	Austin, TX	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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