EMBREE FINANCIAL Group (EFG) is a Wealth Management Firm comprised of a group of deeply committed professionals who deliver tailored guidance and a unique client experience to a select group of individuals, families and corporations in the Chicago area and around the country. Our mission is to be an essential partner with our clients by helping them to build upon their past success while providing customized expertise and resources.
With success often comes complexity. Your trusted partner should help guide and advise you on keeping your financial house in order. The large financial firms do not provide a personal approach to wealth management and are beholden to deliver products that may not always be in your best interest. You need an organization that is attuned to your needs first with a focus of providing deep support to help you anticipate and adapt to ongoing changes.