Emory Wealth LLC
5.0 stars · 1 review · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, Divorced Individuals, Equity Compensation
Emory Wealth is an Austin-based independent wealth firm helping families, business owners, and retirees simplify investments, tax planning, retirement, estate, and financial decisions.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Stock Option Planning
- Tax Loss Harvesting
- Tax Planning & Strategy
- Wealth Management
Pricing
- Full Service Wealth Management — 0.5%–1.5% of AUM
- Full Service Financial Plan — $3,000–$10,000 one-time
Reviews
Ashley Stroud
5 stars
2026-07-14T13:36:32.111093+00:00
Michael’s knowledge is exceptional, and he thinks through financial strategy at a level that’s hard to find. He connected me with several outstanding professionals in his network, making him a valuable resource beyond wealth management. On top of that, he’s personable, easy to talk to, and genuinely invested in helping his clients make informed decisions.