Courtney Poffenberger's Contact Details

Courtney Poffenberger's Company Details

EMBREE FINANCIAL Group

Chicago, IL, US • 20 - 49 Employees
Financial Services

EMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago and currently manages over $1.5 billion in institutional and household assets. Serving over 85 institutional clients and 300 families, EMBREE FINANCIAL Group was recently named one of America's top 300 Registered Investment Advisors by the Financial Times. Our highly experienced staff holds the CFA, CFP and CIMA industry designations as well as an MBA and JD. Our investment expertise and client-centric service model provides each client a customized, precise strategy tailored to their unique financial objectives. This model has been a catalyst for our growth over the past 25 years as our clients enjoy the benefits of diversified investment lineups with low costs and access to an experienced advisor that they know and trust. Despite the constantly changing nature of the industry, the founding pillars of EMBREE FINANCIAL and our commitment to provide genuine value to our clients and friends will always remain in our highest regard.