Our STORY
About Us
Emergent Financial Group was founded with one goal in mind: to help small business owners in Brookhaven, GA make smarter financial decisions. From retirement planning and employee benefits to business insurance and investment guidance, we deliver personalized strategies that align with your goals. As a local firm, we understand the unique challenges small businesses face—and we’re here to provide the clarity, confidence, and ongoing support you need to grow.
Numbers Speak
Learn how these statistics drive our excellent services.
18
Asset Classes
As an Atlanta RIA. We work with the best portfolio managers in the industry bringing clients exceptional risk adjusted returns throughout multiple asset classes.
100%
Commitment to our mission
Named the most innovative firm in Atlanta. Our comprehensive services include retirement and estate planning, benefit consulting and healthcare solutions.
8
Product lines
We believe in giving clients access to the best insurances at the lowest prices. We connect you to the best insurers with the best prices in insurance.
Innovative Solutions are Changing Small Business Benefits
Offer Benefits Made for Large Companies
Small businesses can now offer the same benefit plans as their larger competitors. We partner with very large TPAs and insurance carriers to assist small businesses in scaling up their benefit plans.
Cheap and Seamless Integration
We offer sophisticated benefits at elegant prices. With the help of our insurance and TPA partners, we save you money on taxes and insurance. Leveraging our partner’s resources for smooth implementation.
Meet Our Talented Team
Our expert team ensures great service and cost effective solutions. With over 20 years of industry experience, we assist you in bringing digital benefits and institutional plan design to you and your team.
Lincoln Financial Group
Group 401(k)
Partner
Group 401(k) plans can reduce costs, liabilities & administrative tasks. Thoughtful solutions that help businesses offer retirement plans without owning all the responsibilities.
The Standard Benefits
Business Benefits
Partner
Believes that everyone should have the option of quality & affordable insurance from a company they trust. They are a leading provider of coverage to over 50k groups.
