A complete list of active advisors currently associated with Estate Management Counselors, LLC

Warmer can help you find a great advisor at Estate Management Counselors, LLC or one who fits your needs even better.

Estate Management Counselors, LLC provides personalized, fee‑based financial planning and investment management to individuals, trusts, estates, and small businesses, addressing cash flow, retirement, tax, and estate planning needs. Advice is delivered through consultations that document goals and risk tolerance, while custody of client assets is maintained by a qualified custodian. The firm uses a strategic asset allocation, core‑and‑satellite approach that favors passively managed index funds and ETFs as the core and adds active managers where appropriate, with portfolios managed on a discretionary basis. In separately managed accounts the firm may employ derivatives and other advanced strategies — including options and futures — alongside traditional equities and fixed income. A distinctive aspect of the firm is that the principal maintains affiliated legal and accounting practices and an independent insurance agency that can provide optional tax preparation, legal document support, and insurance sourcing; clients may, but are not required to, use these affiliated services. The firm also manages a relatively large asset base with a small advisory team, which can affect the scale and structure of client relationships compared with similarly supported firms.

To learn more about the advisors currently working at Estate Management Counselors, 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.