Updated:
EM Financial Services, LLC
EM Financial Services, LLC is a Registered Investment Advisor in the State of Florida offering comprehensive financial planning to help clients build and...
Overview
EM Financial Services, LLC is a Registered Investment Advisor in the State of Florida offering comprehensive financial planning to help clients build and preserve wealth. Services include portfolio reviews, asset allocation, insurance planning, money management, and strategies for college funding and charitable giving. The firm provides fiduciary guidance across investing, financial planning, retirement, and legacy planning, with a mission to prepare, guide, and empower clients on their financial journey.
General information
Firm type
RIA
Year founded
2009
Location
City
Miami
Principals
Edgardo J. Miní-Espejo
Founder
Edgardo Miní-Espejo
Founder
Paul Walkington
Wealth Manager
Frequently asked questions
Who runs investment decisions at EM Financial Services, LLC?
No named investment decision-makers are publicly identified for EM Financial Services, LLC. The firm does not list a CIO, CEO, or family principal in any accessible source. This lack of disclosure is common among single-family offices that operate without institutional outreach.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research EM Financial Services, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.