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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.


EXTRA EXTRA...
Read all About it!

Emerald Spectrum was featured in the December Issue of Forbes.

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Commentary from the Emerald Spectrum team

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Featured Content: Latest Article and Market Commentaries

Back-to-School Budgeting: Get advice for setting a budget with your college-age child.

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Last Updated: 08/25/15


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This communication strictly intended for individuals residing in the states of AL,CO,FL,GA,KY,LA,MS,NC,OH,TN,TX,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
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