Who We Are

Client Centered

“The greatest investment we make is the time we spend getting to know our clients’ needs.”

At Emery Howard Portfolio Management, our team is comprised of highly dedicated financial professionals who believe the best way to build a solid financial plan for the future is by developing a long-term relationship with their clients today.

Individuals, families, and business owners often choose to work with us because of the level of service offered. Our team works to listen to our clients’ desires and create a comprehensive plan that meets the client’s unique needs. We strive to serve as a trusted financial partner with whom people feel at ease talking about their financial concerns and retirement dreams.

We’ve successfully built our practice and established long-lasting client relationships by following a simple approach to financial services: be honest, upfront, and always follow through. We bring a unique perspective to financial planning and investment management that allows us to evaluate problems at the most detailed levels while still considering the big picture and keeping long-term focuses at the forefront of planning.

We work hard to build a strong connection with each client so they feel comfortable working with us and trust us to reduce their financial stress. Our clients know they always have someone to call for any financial concerns or questions.