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YOUR FUTURE DESERVES A GREAT PLAN.

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WHAT WE OFFER

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PLANNING

We scrutinize each opportunity to make strategic decisions toward the best possible outcome for you. We provide counsel and recommendations based upon your current financial needs and personal goals. Our clients’ needs are our highest priority.

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ANALYSIS

Emerge Financial Group’s holistic financial economies process often exceeds the results of traditional needs based plans. To identify the most effective Financial Services and reporting strategies for you, our team will listen to your goals, and then review your financial history to generate a current financial picture as we chart your financial services roadmap.

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PERSONAL WEALTH MANAGEMENT

Whether your needs include education savings, retirement planning, philanthropy or estate planning, Emerge Financial Group is in your corner to help grow, protect or allocate your assets. We review your financial scenario and seek opportunities for growth according to your personal goals and values.

Why Choose Us?

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EXPERIENCE

We’ve helped our clients reach their financial goals for well over 30 years. As our mission states and our passion dictates, we are solutions-driven. We seek to increase the net worth of each client and thus “significantly improve his or her way of life."

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TALENT

Our financial professionals love what they do and it shows. We continually sharpen our skills with our clients in mind. We bring many years of experience and an unrelenting desire for success to bear to reach your goals.

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DEDICATION

At Emerge Financial Group, we have the passion and dedication that makes your goals our own. Our team gets to know you and understand your unique picture of success. We are prepared for the challenges and relentlessly driven to excellence..

Your Profit. Our Priority.

Emerge Financial Group

Your Financial Team

At Emerge Financial Group, we are dedicated to providing exceptional financial planning and management services. Our team of seasoned professionals is committed to delivering tailored solutions that empower individuals and businesses to achieve their financial goals with confidence.

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  • "I don’t worry about my tax preparation being done right. Emerge Financial Group sees to it that I get the support I need when I need it to maximize my returns."

    Nathan L.

  • "The professionals at Emerge Financial Group make it possible for me to focus on what I do best. Having them as my financial team has made a world of difference for my business."

    Kathryn H.

Check the background of your financial professional on FINRA's BrokerCheck®.

 Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through and Avantax affiliated insurance agency. CA insurance license #0E71420

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

SMS Policies

By texting Emerge Financial Group at 925-892-4284, you agree to receive appointment updates from Emerge Financial Group. Reply STOP to opt-out, Text HELP for support. Msg & data rates may apply. Message frequency may vary. Visit Privacy Policy to see our privacy policy and SMS Terms for our Terms of Service.

Privacy Policy link: See our Privacy Policy to understand how your data is protected.

 SMS Terms & Conditions: See SMS Terms & Conditions to understand how your data is used and your rights in regards to SMS Messaging.

 Subscriber Opt-in and Opt-out messaging: To opt out of receiving SMS messages, reply with the word "STOP" to any text message you receive.