Emeritus Wealth Management

Emeritus Wealth Management was established by Michael Ma and Kevin Millard, who have a goal and a vision: to provide holistic financial planning for those in the academic and medical fields. It is important for them to execute this through the lens of independent non-biased advice and to serve as a fiduciary for their clients. Through decades of experience as Wealth Management Advisors at TIAA, they understand the complexities and challenges associated with 403(b) retirement plans. By using this experience, clients of Emeritus Wealth Management know that they will be partnering with advisors who have the knowledge and understanding of their retirement accounts and how to best leverage these accounts to meet their financial goals. By being an independent, fee-only advisory firm, Emeritus Wealth Management has the freedom to use the research and information from a multitude of financial institutions and are not limited to just proprietary data. This allows the firm to leverage the most recent ideas and technologies when it comes to investment management, financial planning, tax planning, and estate planning. This also provides the ability of Emeritus Wealth Management to customize the financial plans and goals of each of their individual clients and families. Emeritus Wealth Management is not limited to assisting those in the academic and medical fields. Due to their deep knowledge of retirement and financial planning, they can assist all individuals, families, and institutions from various walks of life.

网站

https://www.emerituswm.com/

Emeritus Wealth Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

Philadelphia，Pennsylvania

类型

合营企业

领域

Wealth Management、Retirement Planning、403(b) 、IRA、401(k)、Tax Planning、Investment Management、Estate Planning和Retirement Income