EMBREE FINANCIAL Group Employee Directory

Q: What is EMBREE FINANCIAL Group known for?

EMBREE FINANCIAL Group was founded in 1995. EMBREE FINANCIAL Group operates in the Financial Services industry.

Q: How many employees does EMBREE FINANCIAL Group have currently?

EMBREE FINANCIAL Group has approximately 19 employees.

Financial ServicesUnited States11-50 Employees

EMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago and currently manages over $2 billion in institutional and household assets. Serving over 85 institutional clients and 300 families, EMBREE FINANCIAL Group was recently named one of America's top 300 Registered Investment Advisors by the Financial Times.  Our highly experienced staff holds the CFP and CIMA industry designations as well as an MBA and JD. Our investment expertise and client-centric service model provides each client a customized, precise strategy tailored to their unique financial objectives. This model has been a catalyst for our growth over the past 25 years as our clients enjoy the benefits of diversified investment lineups with low costs and access to an experienced advisor that they know and trust. Despite the constantly changing nature of the industry, the founding pillars of EMBREE FINANCIAL and our commitment to provide genuine value to our clients and friends will always remain in our highest regard.

Find EMBREE FINANCIAL Group employees' phone numbers or email addresses

EMBREE FINANCIAL Group Global Highlights

North America
22

United States Of America
22

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

EMBREE FINANCIAL Group's Leadership

M. P.
Partner
Mobile Phone
Email
L. M. D.
Director Of Financial Planning, Cfp®
Mobile Phone
Email
E. W.
Senior Relationship Manager
Mobile Phone
Email
S. H.
Assistant Relationship Manager
Mobile Phone
Email
N. D. C.
Financial And Wealth Management Investment Advisor
Mobile Phone
Email
M. S.
Investment Advisor
Mobile Phone
Email
J. P.
Administrative & Executive Assistant
Mobile Phone
Email
K. P.
Medical Tech
Mobile Phone
Email

Contact profiles from EMBREE FINANCIAL Group

Name

Title

Contact Info

Location

Last Update

M. P.
Partner
Mobile Phone
Email
Oct 27, 2025
L. M. D.
Director Of Financial Planning, Cfp®
Mobile Phone
Email
United StatesPennsylvania
Nov 03, 2025
E. W.
Senior Relationship Manager
Mobile Phone
Email
Oct 22, 2024
S. H.
Assistant Relationship Manager
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
N. D. C.
Financial And Wealth Management Investment Advisor
Mobile Phone
Email
United KingdomEngland
Jul 17, 2025
M. S.
Investment Advisor
Mobile Phone
Email
United States
Oct 24, 2025
J. P.
Administrative & Executive Assistant
Mobile Phone
Email
United States
Jul 19, 2025
K. P.
Medical Tech
Mobile Phone
Email
Oct 10, 2023

Frequently Asked Questions

What is EMBREE FINANCIAL Group known for?

EMBREE FINANCIAL Group was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 440 N. Wells Street, Suite 530, Chicago, IL 60654, US; you can contact the main corporate office by phone at

+1-312-527-****

. Explore EMBREE FINANCIAL Group's company overview page for more information.

What is EMBREE FINANCIAL Group's most common email format?

EMBREE FINANCIAL Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EMBREE FINANCIAL Group email formats with LeadIQ.

How many employees does EMBREE FINANCIAL Group have currently?

EMBREE FINANCIAL Group has approximately 19 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are EMBREE FINANCIAL Group's key employees and leadership?

As of October 2025, EMBREE FINANCIAL Group's key employees include:

Partner: M. P.
Director Of Financial Planning, Cfp®: L. M. D.
Senior Relationship Manager: E. W.
Assistant Relationship Manager: S. H.
Financial And Wealth Management Investment Advisor: N. D. C.

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