Professional Asset Management For Individuals & Families
Emergent Wealth Advisors
(404) 931-0870
383 Ninth St. NE
Atlanta GA 30309
Brian P. Shriver, CFA
Welcome to Emergent Wealth Advisors
Emergent Wealth Advisors offers financial planning and portfolio management services to a wide variety of clients in Atlanta and beyond.
Our Mission
Our mission is to provide you with the best possible financial planning and investment advice for a very reasonable fee. We strive to treat every client just like we would want to be treated if we were the client.
As a Registered Investment Advisor, our relationship to you is that of a fiduciary, meaning we are required by law to act only in your best interests. Because we don’t receive commissions or any other compensation based on the products and services we recommend, we are free to provide you with completely unbiased and independent advice.
We will never recommend a product or service (not even our own!) unless we genuinely believe it is in your best interest, and it is one of the best and cheapest options available, and it is something that we ourselves would use if we were in your position.
Asset Management
Our core business is helping people manage their money to save for retirement and other financial goals. We can review your existing 401(k)s, IRAs, Roths, and/or taxable accounts, and show you how to restructure your portfolio to achieve better long-term after-tax returns.
If we manage your portfolio on an ongoing basis, your funds remain with your current custodian (or are shifted to a cheaper custodian), where you always have immediate and full access to your funds. We have only a limited power of attorney to conduct trades on your behalf, and we will never take custody of your assets under any circumstances.
We will structure your portfolio for long-term growth, handle deposits and withdrawals, assist with tax reporting, and provide other services as needed. We also provide you with quarterly reports showing the performance of your portfolio compared to relevant benchmarks, so you can see exactly how well your portfolio is doing over time.
Financial Planning
Many people need help not only with their portfolios, but also with other aspects of their financial lives. It’s no wonder - the modern financial world is tedious and complicated enough that it is nearly impossible to keep up with all the details you need to know and tasks you need to complete to manage their finances responsibly. Don’t worry - we can help.
We will evaluate your current situation to identify any weaknesses or opportunities in your current arrangements. We focus on the “low hanging fruit” -- that is changes which are relatively easy to make which can have a big impact over time. We will also project your current “wealth trajectory” to determine whether you are on track to realize your retirement and other financial goals. We pay special attention to your specific needs and concerns, and provide you with a prioritized list of recommendations as well as assistance with implementing them.
For More Information
For more information, please feel free to browse this website and contact us to schedule a free initial consultation. Or you can just email us with your specific questions or concerns and we’ll get back to you as soon as we can.
We hope that we can work with you to help you navigate the financial markets and realize your financial goals.
Sincerely,
Brian Shriver, CFA
