Imber Financial Group, LLC

Jeffrey Imber is a financial advisor at Imber Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has worked at Capital Asset Advisory Services since 2011. He also operates Imber Financial Group, LLC and Imber Tax Advisory Group, LLC, and has been involved with Horizons Planning Corp since 2007. Imber Wealth Advisors provides advisory services to individuals, high-net-worth clients, and charitable organizations, offering portfolio management, financial planning, and management for employer-sponsored plan participants. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and typically manages accounts on a discretionary basis through third-party platforms, sometimes appointing sub-advisers or outside managers.

Jonathan Imber is a financial advisor with Imber Wealth Advisors and holds a Series 65 designation. He has 10 years of industry experience, including roles at Imber Financial Group, LLC and Capital Asset Advisory Services, LLC. Imber conducts insurance and advisory services under a dba that includes insurance sales and registered investment advisory services. Imber Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and manages accounts primarily on a discretionary basis through third-party platforms.

Adam Schnepf is a Series 65-licensed advisor at Imber Financial Group, LLC with two years of experience in the financial services industry. His work history includes roles at Imber Wealth Advisors, the University of Michigan, and SeeSaw Learning. Imber Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and employer-sponsored plan participants by providing discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs fundamental analysis and modern portfolio theory to construct and monitor portfolios, with a team that oversees roughly $106 million in assets and offers no account minimums.

Danielle Goebel is a financial advisor at Imber Wealth Advisors in Ann Arbor, MI, holding a Series 65 license with two years of industry experience. Her prior roles include positions at Advisory Alpha, LLC, Citizen Advisory Group, Golden Reserve, Dental Health Associates, Carnegie Investment Counsel, and Private Wealth Consultants. Imber Wealth Advisors provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and may implement strategies directly or through outside managers.

Michael Doyle is a financial advisor at Imber Wealth Advisors in Ann Arbor, MI. He holds Series 65 and Series 66 licenses and has been with the firm since 2025. Prior to joining Imber Wealth Advisors, he worked in fitness and retail industries, including Anytime Fitness and Auto One. Imber Wealth Advisors provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on portfolio management, financial planning, and employer-sponsored plan management. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and typically manages accounts on a discretionary basis through third-party platforms.