EmVision Capital Advisors is a comprehensive wealth management practice focused on EmPowering our clients to plan for their desired future.
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Succession planning can be an overwhelming task that can take time and energy. Energy can be restored, but time cannot. That is one factor many advisors struggle with. Time can either be your ally or enemy. By staying active, and by taking a proactive approach to your succession plan, you can minimize the risk of losing everything you worked very hard for – for both you and your clients.
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EmVision is the culmination of our dynamic voice, cadence, wisdom, experience, and technology coming together to create an organization that EmBraces people and EmPowers them to live the life they want to live, creating security for themselves and their future generations.
Nancy Pearson 06/07/24
“The team at EmVision Capital Advisors is top notch! They take time to understand your financial goals. They spend quality time during your scheduled meetings and promptly return your calls and emails when you reach out throughout the year with questions. The reports you receive are detailed yet you can actually understand them. I trust them with their guidance.”
The statement was provided 12/20/23 by Nancy P., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Sean Curran 04/15/24
“Great service and team to work with who really cares about setting your finances up for the future you want. I would recommend this organization to anyone looking for a way to meet their financial goals while working with a highly respected team who knows so much about the financial world. Thanks for everything so far guys!
The statement was provided 04/15/24 by Sean C., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Matthew Palsgrove 02/19/24
“James has been helping us now for a few years and I’ve been extremely pleased by their communication and transparency… even being a smaller investor with them. They’ve continued to make sound decisions with our investments and have been very personable to work with!!!”
The statement was provided 2/19/24 by Matthew P., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Lita Koret 12/20/22
“I have been a client of Michael Embrescia for a number of years now. He has always given me good advice because he seems to totally understand my financial needs. He or a member of his team call me regularly to see how I’m doing and meet with me in person twice a year. I can call them at any time to get their counsel on things I am considering to do with my funds. Especially as a widow, I feel that his working with me, along with my attorney and accountant, has my best interests at heart and is taking good care of me.”
The statement was provided 12/20/22 by Lita K., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Jeff Creve 12/20/22
“My parents have been clients for 15+ years. Fantastic team to work with. They always review your portfolio in plain English, letting you know if any changes need to be made. Highly recommend for managing your wealth.”
The statement was provided 12/20/22 by Jeff C., who is a non-client, a son of clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Christian Hunter 11/16/22
“Our first meeting with EmVision Capital Advisors left a great impression and I am confident and comfortable working with them! Plus, they have a very cool office space that is warm and inviting.”
The statement was provided 11/16/22 by Christian H., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Deborah Davis 10/05/22
“Very professional group. I feel very confident allowing them to manage my investments.”
The statement was provided 10/05/22 by Deborah D., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Michaela Pringle 06/23/22
“You can’t go wrong with this team of trusted and experienced advisors. Every interaction I have with every member of the team is always memorable and reassuring. I would recommend them to everyone!”
The statement was provided 06/23/22 by Michaela P., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
William Nevison 03/21/22
The statement was provided 03/21/22 by William N., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Outstanding professionalism and service. Give us confidence that our accounts are well managed.”
Sadie Deckard 12/22/21
“Extremely helpful with managing finances and helping with some of life’s bigger purchases. John is always willing to answer questions for someone not as savvy with investing which has really made this a great company to work with.”
The statement was provided 12/22/21 by Sadie D., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
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