Our Services

EMG is an independent boutique registered investment advisory and financial planning firm.

We develop customized financial plans, we will walk you through a step-by-step process that will help make you feel more confident in your financial decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax Management


Traditional IRAs 

Investment Management

Holistic active management

Low fee passive management 

Retirement Strategies

Financial plans

Hourly consultations

Estate Conservation

Trust account management 

Executor and Trustee assistence 

Insurance and Annuity Products

Whole Life

Term Life 

Disability Income 

Variable and Fixed annuities