Estate Management Counselors, LLC
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Overview
10 - 49
Employees
2000
Year Founded
ABOUT ESTATE MANAGEMENT COUNSELORS, LLC
How Close Are You To Retiring?
Estate Management Counselors, LLC was founded to meet the demand for comprehensive, unbiased, fee-based guidance in financial, investment, and estate planning. We integrate two key areas: Financial Investment Planning and Estate Planning. Unlike other firms, which typically offer only one of these services, potentially putting clients at risk for financial and estate planning issues, EMC delivers both services in one location. This allows clients to collaborate with a single group of professionals, ensuring cohesive communication and coordination between the two facets of their planning.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
2000
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Financial Planning
30% Estate Planning Services
About the Team
OUR STORY
Estate Management Counselors (EMC), established in 2000, is a 100% employee-owned registered investment adviser dedicated to building enduring, confidential relationships with clients. Uniquely, EMC integrates financial investment and estate planning services under one roof, ensuring coordinated and objective advice without conflicts typical of traditional brokerage. They prioritize comprehensive financial planning to manage balanced, equity, and fixed income portfolios aimed at delivering above-average returns with below-average risk. EMC commits to professional, courteous service delivered with utmost integrity, focusing on long-term client goals such as retirement, business, and estate planning. Their approach guarantees an unmatched level of service, helping clients efficiently plan wealth transfer, optimize taxes, and achieve personalized financial objectives with enduring trust and excellence.
