Updated:
Embolden
Embolden Financial Planning LLC provides advice-only comprehensive financial planning services on an hourly consulting basis. Areas of focus include...
Overview
Embolden Financial Planning LLC provides advice-only comprehensive financial planning services on an hourly consulting basis. Areas of focus include sustainable investing, cash flow and debt management, retirement, tax and estate planning, personal finance education, and goal setting in real estate investing. The firm serves clients nationwide with a regional focus on Washington, Oregon, and California, and operates as an hourly, advice-only, fiduciary firm.
General information
Firm type
Multi Family Office
Year founded
2013
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Atlanta, GA, United States
Principals
Marshall Brown
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Embolden?
Marshall Brown, as Founder and CEO, leads all investment decisions, from sourcing to syndication. The firm operates with a lean team, concentrating final authority in Brown, who brings the network and deal relationships that define Embolden's access. There is no disclosed investment committee structure beyond Brown's oversight.
What investment stages does Embolden typically target?
The firm concentrates on Seed through Series B venture rounds, where early-stage companies are still building initial traction. Embolden's real estate activities target middle-market operator-led projects, often in the Southeast, with a similar preference for early or value-add phases rather than stabilized core assets.
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 Embolden in Altss
Explore available research and relationship coverage for this adviser in Altss.