EXCEPTIONAL FINANCIAL SERVICES
Optimize your Finances
with our support
Improve your finances with our advanced technology and sophisticated strategies. We help you build wealth and plan for the future.
EFFICIENT AND VALUABLE
1,000 + MUTUAL FUNDS
INCREASES DISPOSABLE INCOME
Our Services
We are a first-rate financial advisory that focuses on the most important areas of wealth building. Our process applies techniques used by families to build generational wealth.
01
Wealth Management
Our comprehensive financial advisory and planning services are designed to help individuals and families grow their assets, and achieve their financial goals.
02
Asset Management
We work with external asset managers to craft portfolios for our clients that consider their tolerance for market risk and income needs in the future.
03
Estate Planning
Our estate planning services focus on transferring assets. While legacy planning aims to ensure financial security for future generations.
Empowering Success Together
Boost your financial well being with us
Make sure your financial future is secure with our premiere financial and estate planning services. Align your investment goals with our unique wealth building techniques.
Testimonials
What Our Customers Say
Hear from our satisfied customers who have experienced the quality and value of our wealth management and financial advisory services.
Emergent Financial Group has been a life saver in growing my assets and improving my investments. Wonderful experience!
Wealth Management Client
Emergent Financial Group has been tremendous in the growth of my financial affairs over the years. They have worked head over heels helping progress my financial awareness. My family and I are much better off now!
Highly recommended.
Alex
Wealth Management Client
Frequently Asked Questions
Find answers to commonly asked questions about our wealth management and financial advisory services.
How does a wealth management consultation begin?
The consultation begins with a discussion of the client’s assets. The characteristics of the client’s assets and amounts. We talk a little bit about family and dependents, if appropriate. The client takes a questionnaire to determine their tolerance for risk and need of future income. We schedule a subsequent meeting, and begin designing their financial plan, which includes the allocation of their assets.
How much does this cost?
We are paid in three ways: insurance commissions, financial advisory fees, and AUM fees. AUM fees cannot exceed 2% and if we receive AUM fees, we cannot accept advisory fees.
How do you customize investments?
We customize investments by defining your financial goals, assessing your risk tolerance, and using different asset classes to create a tailor made investment strategy.
How do I become a client?
You can become a client by scheduling a meeting and either purchasing an insurance product, signing an advisory agreement, or consenting to a fixed fee arrangement.
How am I billed?
Our clients are billed one of three ways: A quarterly AUM Fee is deducted from their investment portfolio’s cash account. As well as an hourly fee, a fixed fee, or a combination of both.
What are your qualifications ?
Emergent Financial Group is a Registered Investment Advisory regulated by the state of GA, FINRA and the SEC. Additionally, we are a insurance agency in Georgia certified in Medicare.