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At Emerald Spectrum Advisory, we are committed to delivering “an extraordinary planning experience”.  Since 1998, Emerald Spectrum’s clients have come to know and depend on the firm’s unbiased, comprehensive advice and individualized approach.  As an independent, boutique advisory firm, we serve a select number of clients who come to us from personal referrals. 

So what's with the name?

We believe it is unique and we want to share the meaning behind our name.

“Emerald” represents the precious gemlike relationships in life -- the really important ones. The “this is what we live for” relationships with our loved ones, spouses, children, grandchildren, and friends.  We know how important those relationships are to happiness in life.  It also represents the way we feel about the relationship we have with our clients.

“Spectrum” represents the broad and comprehensive way we work.   We take a holistic approach to financial planning and investment management. Together, we discuss and evaluate the key decisions we make in their everyday lives, understanding that those choices affect us financially.  Our personalized approach covers the full spectrum of life.

Choosing between “Advisory” and “Planning” was a little more difficult. Some said, how about “Planning” so the acronym could be “ESP.” Of course, we don't have that! So in the end, “Advisory” was chosen because that is what we do as Investment Adviser Representatives of Commonwealth Financial Network -- we advise you.

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Last Updated: 09/15/14






















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