EMBREE FINANCIAL Group

Financial ServicesIllinois, United States11-50 Employees

EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm headquartered in downtown Chicago and serving clients nationwide.

Since 1995, we’ve built our reputation on one guiding principle: put clients first. That means total transparency and truly objective advice designed to advance your goals.

What We Do
• Holistic financial planning, including retirement, tax, and estate strategies
• Investment management grounded in discipline and cost efficiency
• Retirement plan consulting for institutions and corporate sponsors

Why Clients Choose Us
• Over $2.5 billion in assets under management
• A team with CFP®, CIMA®, CFA® and CDFA® credentials
• Personalized, long-term strategies — never one-size-fits-all
• Decades of client trust and referrals built on integrity and results

Who We Serve
Individuals, families, and corporations — from retiring couples and businessowners to corporate plan sponsors and self-directed investors seeking clarity, insight and confidence.

At EMBREE, we believe wealth management is more than numbers. It’s about partnership, purpose, and empowering your financial future through independent, thoughtful guidance.

Learn more at embreefinancial.com

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