Our History

Thank you for visiting EMICO Advisory Services. We are very proud of what we do here at EMICO. Let me share with you how we got started.

Upon completion of my graduate studies, I worked as a money manager in the Portfolio Investment Department of a large pension fund; then, spent 17 years with major Wall Street firms, reaching the level of Director of Taxable Fixed Income.  In 2004, after 25 years in the financial services industry, I stepped out of ‘Corporate America’.  I had my financial plans in order; however, these plans were not aligned with my current reality.  I then became my own financial advisor in order to provide my family financial confidence. Having accumulated the unique combination of skills to do this, I began helping family members align and customize their financial plans to their unique circumstances.  This expanded to friends, friends of friends, and beyond to what is now the client community of EMICO Advisory Services.

I formally set up EMICO Advisory Services in 2006. The root word “emic” refers to an anthropologic method of researching human beings from within their culture. The researcher puts aside any prior theories or assumptions in order to discover how a particular individual thinks, sees the world, and what is most meaningful to that individual. This describes the fundamental approach we use.

Financial advice is tailored based on clients’ individual needs and desires for their financial future. We know that no two clients are alike; therefore, no two plans are alike. It is important to know what every client needs and dreams about, in order to advise a path that best fulfills his or her vision for the immediate future and for future generations. Our clients tell us they sleep better at night, and feel cared for and reassured that someone is looking out for their financial well-being. We are passionate about helping clients make sound financial decisions.

If we may be of service in helping you with your financial future, please reach out to us by phone or email.