A complete list of active advisors currently associated with Imber Financial Group, LLC

Warmer can help you find a great advisor at Imber Financial Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Imber Financial Group, 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.