Ember Wealth Concepts & Financial Planning

Overview

Ember Wealth Concepts & Financial Planning is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses and business or institutional clients. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing investment relationships and project-based planning work. Investment activity leans toward equity-oriented portfolios. The firm identifies equities as its primary preference and routes the majority of client assets into exchange-traded securities. Ember Wealth also maintains ties to the insurance sector and integrates insurance products into client solutions where relevant, reflecting its industry affiliation with an insurance company.

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Public Holdings

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Location & Offices