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About EMERICK FINANCIAL PLANNING, LLC
Emerick Financial Planning, LLC is a well-established financial planning firm with a team of experienced professionals who are dedicated to helping individuals and businesses achieve their financial goals. Established in 2005, the firm has been providing expert financial guidance and planning services for over 15 years.
How does the advisor help clients – Key Takeaways:
As a financial planning firm, Emerick Financial Planning, LLC offers a comprehensive range of services to help clients achieve financial success. The firm is committed to providing personalized and custom strategies for each client, ensuring their unique needs and goals are met.
- Provide expert financial advice and guidance
- Create personalized financial plans tailored to individual needs
- Help clients achieve their long-term financial goals
- Provide ongoing support and regular reviews of financial plans
Facts and Insights
Emerick Financial Planning, LLC has a track record of providing successful financial strategies to clients. Some key facts and insights include:
- Successfully managed over $50 million in assets for clients
- Over 90% client retention rate
- Named one of the top financial planning firms in the country by Financial Advisor Magazine
- Featured in various publications including Forbes, Wall Street Journal, and CNBC
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 15 years |
Financial Services Offered
Emerick Financial Planning, LLC offers a range of financial services to cater to the diverse needs of their clients. These services include but are not limited to:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- College planning
- Insurance planning
Client Types
The firm serves a diverse range of clients including:
- Individuals
- Families
- Small business owners
- Corporate clients
Fees & Compensation
Emerick Financial Planning, LLC operates on a fee-only basis, which means they do not receive any commissions or compensation from third parties. The firm’s fees are based on a percentage of assets under management, providing transparency and alignment of interests with their clients.
Background
The founder and lead advisor of Emerick Financial Planning, LLC, John Emerick, has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. John is a Certified Financial Planner™ and a member of the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), Emerick Financial Planning, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disciplinary actions, ensuring the highest level of integrity and transparency for their clients.