EMERY & ASSOCIATES

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

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Team photo for EMERY & ASSOCIATES
Team photo for EMERY & ASSOCIATES

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Advisors

Advisor photo for Brian Emery

Brian Emery

CFP®, ChFC®, CLU®

Private Wealth Advisor

Managing Director
Visit Brian Emery's website
Advisor photo for Evan I Fischer

Evan I Fischer

Financial Advisor

Vice President
Visit Evan I Fischer's website


Team

Amy Morstadt

Amy Morstadt

Client Service Coordinator

Matthew Brennan

Matthew Brennan

Registered Practice Associate,

Investment Specialist