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We put your financial and life goals first. They are the foundation for all of the financial planning and wealth management guidance we provide. EMBREE FINANCIAL is an independent investment advisor firm, and our team has been putting our clients first for more than 25 years.
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Hex Code
Color name
RGB
HSL
CMYK
#90A6BE
Nepal
144, 166, 190
211, 26, 65
24, 13, 0, 25
#ABD0F2
Perano
171, 208, 242
209, 73, 81
29, 14, 0, 5
#004F98
Congress Blue
0, 79, 152
209, 100, 30
100, 48, 0, 40
Embree Financial Group is a Chicago-based financial planning and investment management firm that serves clients nationwide. With over 25 years of experience, our dedicated team prioritizes your financial and life goals to help you achieve your full wealth potential. We cater to a diverse range of clients, including retiring couples, ambitious professionals, do-it-yourselfers, divorcing individuals, guidance seekers, and 401(k) sponsors and participants.
Our comprehensive services include organizing your financial affairs, developing tailored guidance to grow your wealth, and providing peace of mind. At Embree Financial, we understand that each individual's financial journey is unique. That's why we define and prioritize goals, inventory assets and accounts, and develop a holistic financial strategy.
We also offer risk management and insurance, asset and tax management, and education funding strategies. Our team actively manages investments, capitalizes on emerging opportunities, and explores unique and attractive alternative investments. With over 400 family/individual clients and 80 corporate/institutional clients, we currently manage over $1.
7 billion in assets. To help you understand and achieve your wealth potential, contact us today for a complimentary review of your financial goals or current plan. Let us put our expertise to work for you
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Finance
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The EMBREE FINANCIAL Group name, logos and brand assets are trademarks of EMBREE FINANCIAL Group and its affiliates. Brandfetch isn't affiliated with or endorsed by EMBREE FINANCIAL Group. Their use is subject to EMBREE FINANCIAL Group's brand guidelines.
