Imber Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Imber Financial Group, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth households, charitable organizations, and participants in employer‑sponsored retirement plans. The firm delivers ongoing portfolio management through third‑party platforms such as AE Wealth Management and AssetMark and may refer clients to outside money managers or sub‑advisers to manage all or a portion of client assets.
The firm documents client goals, time horizon, and risk tolerance in an Investment Policy Statement and, where authorized, manages accounts on a discretionary basis with regular monitoring and at least annual reviews. Its stated methods include fundamental analysis and modern portfolio theory, and it employs both long‑term and short‑term trading strategies while using institutional strategists available on its platforms.
Distinctive features disclosed in the brochure include a recent transition from state to SEC registration and sole ownership by the Jimber Family Trust; the firm is affiliated with an insurance agency (Imber Wealth Advisors, Inc.), and some supervised persons are licensed insurance agents who may offer commission‑based products. The firm also participates in Schwab’s institutional program (receiving research and other benefits) and may receive fee splits or other compensation when directing clients to outside money managers, arrangements the brochure identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fees range from $500 to $15,000, negotiated per client.
$0+: 0.5% - 1.5% annually (based on client complexity, negotiable) $0+: 1.00% annually for sponsored plan participant asset management
Main office
955 W Eisenhower Cir, Ste A
Ann Arbor MI 48103
Advisors at this office
4
Most active in
Michigan
Also doing business as
Imber Financial Group, LLC · Imber Wealth Advisors · Legacy Financial Systems, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey I
Series 65
Ann Arbor, MI
Imber Financial Group, LLC
Jeffrey Imber is a Series 65-licensed financial advisor with over 16 years of industry experience. He is the principal of Imber Financial Group, LLC in Ann Arbor, MI, and has been involved with his family trust-owned firm since 2009. He also manages Imber Tax Advisory Group, LLC and conducts insurance and advisory services under the dba Imber Wealth Advisors, Inc. Imber Financial Group, LLC provides investment advisory and financial planning services to individuals, high-net-worth households, charitable organizations, and participants in employer-sponsored retirement plans. The firm manages portfolios using third-party platforms and may engage outside money managers, employing fundamental analysis and modern portfolio theory with both long- and short-term strategies.
Jonathan I
Series 65
Ann Arbor, MI
Imber Financial Group, LLC
Jonathan Imber is a financial advisor with Imber Financial Group, LLC in Ann Arbor, MI. He holds a Series 65 designation and has 11 years of industry experience, including roles at Capital Asset Advisory Services, LLC and his current firm. In addition to advisory services, he conducts insurance sales and advisory work through Imber Wealth Advisors, Inc. Imber Financial Group, LLC provides investment advisory and financial planning services to individuals, high-net-worth households, charitable organizations, and participants in employer-sponsored retirement plans. The firm manages portfolios using third-party platforms and employs fundamental analysis and modern portfolio theory, offering both discretionary account management and referrals to outside money managers.
Adam S
Series 65
Ann Arbor, MI
Imber Financial Group, LLC
Adam Schnepf is a financial advisor at Imber Financial Group, LLC with Series 65 credentials and two years of industry experience. He previously held roles at Imber Wealth Advisors and the University of Michigan. Imber Financial Group, LLC provides investment advisory and financial planning services to individuals, high-net-worth households, charitable organizations, and participants in employer-sponsored retirement plans, utilizing both fundamental analysis and modern portfolio theory within discretionary account management.
Milo B
CFP®, Series 63
Ann Arbor, MI
Imber Financial Group, LLC
Milo Bonell is a CFP®-certified financial advisor with three years of industry experience, currently serving at Imber Financial Group, LLC in Ann Arbor, Michigan. Prior to joining Imber Financial Group, he worked for J.P. Morgan Securities and Jpmorgan Chase Bank. He has also been involved with Clean Power LLC and the Girl Scouts of Wisconsin Southeast. Imber Financial Group, LLC provides investment advisory and financial planning services to individuals, high-net-worth households, charitable organizations, and participants in employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory in its investment approach and manages client accounts on a discretionary basis with regular monitoring and reviews.
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