# EM Financial Services, LLC

EM Financial Services, LLC is a RIA based in Miami.

## Overview

- **Organization type:** RIA
- **Headquarters:** Miami
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** https://emfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/em-financial-services

## Regulatory record

- **CRD number:** 337368
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337368

## About

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.

## People

- Edgardo J. Miní-Espejo — Founder
- Edgardo Miní-Espejo — Founder
- Paul Walkington — Wealth Manager

## 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.

### What investment strategy does EM Financial Services, LLC follow?

The firm's investment strategy is not publicly documented. Without a website, filings, or press coverage, sector preferences, asset-class allocations, and stage focus remain unknown. Typical family offices in similar circumstances allocate across a mix of public equities, private equity, real estate, and fixed income, but no such information is confirmed for this entity.

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Last updated: 2026-08-11T15:06:42.396Z

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