EMBREE FINANCIAL Group

About EMBREE FINANCIAL Group

<p>Bringing sponsor consulting and participant guidance under one team, EMBREE FINANCIAL Group advises workplace retirement plans while also working directly with individuals. Founded in 1995, the firm is headquartered in Chicago and works with plan sponsors and participants across the Midwest and nationwide.</p> <p>EMBREE FINANCIAL Group is a Registered Investment Adviser. On the employer side, the firm handles 3(21) fiduciary investment advice, plan design, and participant advice for 401(k) plan sponsors. It also works with retirees and pre-retirees, professionals, do-it-yourself investors, and individuals going through divorce.</p> <p>For personal and institutional clients, the firm provides wealth management and related planning, including investment strategy work, asset and tax management, risk management, and education funding planning. As of 2026, EMBREE FINANCIAL Group reports 80 clients and $2.0B in assets under management.</p> <p>What sets the firm apart is how it connects plan-level decisions with one-on-one guidance for participants who need help making retirement choices.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> support for 401(k) sponsors and participants</li> <li>3(21) fiduciary investment advice</li> <li>Plan design support</li> <li>Participant advice and education</li> <li>Wealth management, including tax and risk management planning</li> </ul>

Website: https://embreefinancial.com/

Founded: 1995