A DIFFERENT KIND OF FINANCIAL FIRM Independent. Fee-based. Built around you from day one.
Our interests are aligned with yours by design.
Independent, fee-based, and offering fiduciary advisory services by design. At Emerald, our recommendations are driven by one thing: what is right for you. We built this firm to work differently - starting with your full financial picture, not a product menu. Here is how we do it.
Strategic Tax Planning Many advisors think about taxes at year-end. We think about it from day one.
Tax planning is not a service we offer alongside financial planning. It is the lens through which we do financial planning. The recommendations we make — investment structure, retirement timing, business decisions, estate strategy — runs through a tax filter before it goes anywhere near a product.
Many advisors build your plan and then hand you off to your CPA at year-end to clean up what was left on the table. At Emerald, we work alongside your tax professional from the beginning, not after the fact. And if you don’t have someone, we have a bench of tax-focused professionals who can help. We seek to make sure your plan and your tax strategy are telling the same story.
For business owners, executives with complex compensation, and anyone approaching a major liquidity event, the decisions you make in the years before a sale, a retirement, or a significant income change can either cost you significantly or protect a meaningful amount of what you have built. Timing is important and we plan for it deliberately.
The Emerald Approach A 30,000-foot view of your financial life that starts with strategic tax planning
Effective financial planning is not a retirement projection and a list of investment options. It is a comprehensive view of everything financial, including your cash flow, your protection, your tax strategy, your estate, your business, and how it all connects to the life you actually want to live.
Our Strategic Partners Building a plan that covers every area of your financial life requires more than one set of expertise. We have a strategic network of experts ready to connect on your specific needs.
Blueprint Investment Partners
An affiliated manager of our clients’ investment accounts that builds portfolios with you in mind. Most will be diversified, easily understandable, adaptable when market conditions change, and tax aware.
CPA / Tax Strategists
We work alongside your tax professional to make sure tax strategy runs through every recommendation, not just at year end.
Estate Attorney
We coordinate with your estate attorney to make sure your plan and your documents are staying in sync.
Insurance Specialists
Protection strategies built around your plan — not products pushed to meet a quota.
Extended Team
Business attorneys, business broker, mortgage advisors, HR consultants. Whoever your situation calls for, we have a professional to help.