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1100 Kenilworth Ave., Suite 210, Charlotte, NC 28204

(704) 765-0854
team@myemeraldfinancial.com
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PLAN WELL
LIVE YOUR DREAM

We'll help you reach your financial goals so you can take care of the rest.

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Message From The Founder:

"We View Our Clients As Precious Gems, Each With Unique Facets That Need Individualized, Clear Cut Solutions."

Welcome to Emerald Financial Group! As a comprehensive financial services firm, our goal is to help our clients with their overall financial health from beginning to end.

We view our clients as precious gems, each with unique facets that need individualized, clear cut solutions. 

  • Improving Cash Flow Efficiency
  • Managing the Roadblocks to Financial Success
  • Creating Tax Efficiency in Portfolios & Business 
  • Developing Successful Business Exit Strategies
  • Balancing Long-Term Personal & Financial Success
  • Providing Confidence in Every Stage of Life

Everyone is unique and there is no one size solution that fits all.  

Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Financial Planning

Take a 30,000 foot view of how all the pieces work most efficiently together

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Wealth Management

Enjoy a range of investment options tailored to your specific needs

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Business Planning

Let us partner with you to make sure your business is prepared for growth and transfer

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Protection

Let us help you protect the people you care for most

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Retirement

Let us help you build a retirement strategy that is sure to keep you excited for what’s to come

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Estate & Tax Strategy

Let us help you consider tax strategies that will benefit you and your heirs

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