Contact Us 312.527.5565

Embree Financial

Client Login

EMBREE Wealth Management account access

Login Here

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.

Read More

Retirement Plans

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.

Read More

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.

Read More

Wealth Management

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

Retirement Plans

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 ...

Read more

Newsletter to Wealth Management Clients

While stocks across major global markets finished the quarter on slightly shaky ground, there were still plenty of positives to be noted from the first‐quarter of the year. Over 17 global stock indices set new highs during the three‐month period ....

Read more

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.

Go to top of page