A complete list of active advisors currently associated with Emotionally Invested
Warmer can help you find a great advisor at Emotionally Invested or one who fits your needs even better.
Emotionally Invested provides financial planning and counseling to individuals and, occasionally, small businesses and non-profits, serving a small number of clients. Services cover a range of planning topics—retirement accounts, estate basics, taxes, credit and debt—and are delivered through one-on-one or partner counseling, small-group sessions, workshops, and client-requested financial research. The firm does not provide portfolio management, custody, or discretionary trading authority; it offers non-discretionary recommendations while clients execute transactions through their chosen custodians. Its planning analysis emphasizes client goals and tax implications, and the brochure notes a general preference for a passive, market-following investment stance for most clients. Distinctive elements include a regular schedule of workshops and group counseling (an uncommon service among independent advisors) and a concentration of practice time—about half—on financial psychology and improving communication about money in romantic relationships. The firm’s principal holds an Accredited Financial Counselor (AFC) credential, which the brochure says precludes commission-based conflicts, and the firm does not use percentage-of-assets (AUM) fee arrangements, referring clients who want portfolio management to other advisors without receiving compensation.
To learn more about the advisors currently working at Emotionally Invested, 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 |
|---|---|---|
Highland, UT
| 1
|
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