Embark Financial Partners
Firm details
- Headquarters
- Muskegon, Michigan
- CRD number
- 322400
- Website
- www.bcspartner.com
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Embark Financial Partners operates as a Limited Liability Company and focuses on providing financial planning services to its clients. The firm is structured to offer fixed fee arrangements, ensuring transparency in its pricing model. While it does not actively engage in ESG investing or act as a capital allocator, Embark Financial Partners is dedicated to assisting clients in navigating their financial goals through personalized advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Roger Garretson
Chief Executive OfficerCRD 3230966
Contacts
3 of 4
Eric Martinez
Wealth AdvisorCRD 7057469
Christian Binger
Wealth AdvisorCRD 6995026
Rebecca Novak
Wealth AdvisorCRD 5972326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Muskegon, MI
Muskegon
Location
Muskegon, MI
Headquartered in Muskegon, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Muskegon
- Address
- 380 W Western Ave
- Time zone
- ET (UTC-5)
- Office locations
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