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Private Wealth Management

We help define and achieve our clients’ goals by designing comprehensive solutions using a holistic approach.

Every family’s financial landscape looks different. We gather data and formulate personalized plans that reflect clients’ individual aspirations.

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Retirement Plan Services

There are 25,000 mutual funds, and the average retirement plan has 25 available to participants. We do the sifting and craft the best lineups at the lowest possible costs.

EMBREE FINANCIAL Group signs on as a co-fiduciary to all 401(k) or 403(b) Plans.

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About Us

Founded in 1995, EMBREE FINANCIAL Group (EFG) has organically grown into a leading provider of Wealth Management and Retirement Plan Services to individual and institutional clients in the US.

EFG was awarded Top 300 Registered Investment Adviser in the United States according to a 2014 Financial Times.

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Private Wealth Management

We help families define & recognize their goals, along with designing a comprehensive solution that looks at the big picture.

Retirement Plan Services

Retirement plans are not 'one-size-fits-all.' Each plan is designed to reflect a company’s goals and objectives.

Our Team

Our colleagues hail from industry leaders - some of the biggest names on Wall Street. One hundred percent of our resources are devoted to investment and consulting clients.

Client Perspective

We work for you, and our livelihood is tied to your satisfaction as a client. Our entire staff is dedicated to the personal interaction required to foster strong relationships.

Latest EMBREE Insights

Newsletter to Retirement Plan Participants

For the last several quarters, we have worked closely with the 401(k) investment committee to continually upgrade your plan – whether it be through the addition of alternative investment classes for diversification, or via the reduction in plan expenses by inserting less expensive share classes into the mutual fund lineup....

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Newsletter to Wealth Management Clients

Last year was generally hard on most asset classes, particularly in the second half when concerns about China and weaker oil really spooked investors. We talked all year about the economic drag from lower oil and a stronger US dollar. Put that together with a stock market that had rallied hard for five years running, and it is not surprising that the DOW would suffer its first loss since 2008 (-2.2%)......

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What Clients Are Saying About Us

EMBREE is a relationship company…they offer a relationship, not a product.

- EFG Wealth Management Client

Why Customers Choose Us

The success of our firm is dependent upon the strength of our client relationships. We work for you and our livelihood is tied to your satisfaction as a client. Our entire staff is dedicated to the personal interaction required to foster strong relationships. You deserve personal service, not pre-recorded messages, voicemail, or endless phone response options. You receive a personal relationship at EMBREE FINANCIAL Group.

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