EM Financial Services, LLC

Overview

EM Financial Services, LLC is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on serving individual and family clients and functions as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, and other fee structures. The firm is not an active ESG investor and is not registered as a multi-state adviser. EM Financial Services, LLC lists an insurance company affiliation among its industry relationships, and it uses third-party managers for portions of its alternative allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices