EMBREE FINANCIAL Group was founded in 1994
to provide holistic, fee-based financial planning,
investment management and retirement plan
consulting to both individuals and institutions. Paul
M. Embree is the Principal Owner of EMBREE
FINANCIAL Group.
EMBREE FINANCIAL Group provides investment
supervisory services, such as financial planning,
retirement planning, discretionary investment
management, ongoing portfolio reporting, including
statements and portfolio analytics. The firm also
advises clients on matters not involving securities,
such as cash flow analysis, taxation, education
funding, trust structure, and insurance.
As of December 31st, 2023, EMBREE
FINANCIAL Group manages approximately
$1,848,151,161 in discretionary assets and
approximately $195,257,987 in non-discretionary
assets.
Wealth Management service is provided through
consultation with clients, which may include the
following: determination of financial objectives,
identifying financial challenges, cash flow
management, tax planning, insurance review,
investment management, education funding,
retirement planning, and estate planning.
The Retirement Plan Services division of
EMBREE FINANCIAL Group provides core
consulting services to both public and private
corporations offering defined benefit and defined
contribution plans
to their employees. The range of
services provided by EMBREE FINANCIAL
Group to its retirement plan clients includes plan
governance and fiduciary oversight, Investment
Policy Statements, regular plan level reviews,
ongoing investment selections and management,
employee education and advice, and quarterly
participant communication. EMBREE FINANCIAL
Group specializes in creating customized investment
strategies that reflect each client’s goals. These goals
and objectives are documented in our client
relationship management system. Investment Policy
Statements may be created that reflect those stated
goals and objectives. A client may place restrictions
on the strategies to be used in their portfolio, and the
characteristics of assets to be held in their portfolio.
EMBREE FINANCIAL Group makes investment
decisions for clients as a fiduciary, with limited
power of attorney. Other professionals (e.g., lawyers,
accountants, insurance agents, etc.) are engaged
directly by the client on an as- needed basis.
Conflicts of interest will be disclosed to the client in
the unlikely event they should occur.
The initial meeting, which may be by telephone, is
free of charge and is considered an exploratory
interview to determine the extent to which financial
planning and investment management may be
beneficial to the client.