About Us

"If You Provide Enough People With What They Need, They Will Provide Infinitely For What You Want!"

Frustrated by the poor quality of customer service provided by most publicly traded companies and multi-national corporations. Emergent Financial Group, LLC was founded to give Small and Medium-sized Businesses (SMB) high quality financial products, and sophisticated financial advice. This provides greater value and better outcomes than SMBs experience working with institutions in an over-specialized financial services industry. In order to maintain the loyalty and good faith of SMBs, Emergent Financial Group decided to offer these products and services at a fraction of the time and for pennies on the dollar. This consistently "wins-the-business" of clients when competing against the heavily cartelized financial services industry. Emergent Financial Group features a boutique client experience, and high quality products as well as financial services. In addition to a personalized "feel", which clients once had when they worked with the President of their local bank. The contribution of value presented to our clients continuously accrues in earnest from the foundation of knowledge gleaned during years of experience working in the Hedge Fund Industry, Private Equity, Retirement Services, Institutional Wealth Management, Commodities as well as the Insurance Industry. We work on specializing our relationships with clients, and concede that the large financial institutions will continue to specialize their financial services for clients who are not working with Emergent Financial Group. 

Registered Investment Advisory (RIA), insurance agency, financial planning and benefit consulting firm, who provides financial advisory, financial planning and pension management services for individuals, families, non-profits, public and private businesses. As well as Small and Medium-sized Businesses (SMB) with revenues between $1mm and $20mm annually. Wealth management and pension custodial services are powered by Charles Schwab Institutional. Insurance products offered by Emergent Financial Group are insured and supported by nearly all of the major Property-Casualty, Life, Surplus Lines, Commercial Lines, and Healthcare insurance carriers and providers throughout the US.