What departments does EMBREE FINANCIAL Group have?

EMBREE FINANCIAL Group has employees across 2 departments including Finance, Information Technology.

What is the largest department at EMBREE FINANCIAL Group?

The largest department at EMBREE FINANCIAL Group is Finance with 3 employees.

Where are EMBREE FINANCIAL Group employees located globally?

EMBREE FINANCIAL Group has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has EMBREE FINANCIAL Group's team size changed over time?

EMBREE FINANCIAL Group's team has grown from approximately 18 to 20 employees based on available data.

EMBREE FINANCIAL Group Employee Directory

Financial ServicesIllinois, United States11-50 Employees

EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm based in downtown Chicago, serving clients across the United States. The firm offers holistic financial planning, including retirement, tax, and estate strategies, along with investment management that emphasizes discipline and cost efficiency, and it provides retirement plan consulting for institutions and corporate sponsors. Its client base includes individuals, families, and corporations such as retiring couples, business owners, and corporate plan sponsors seeking clear, thoughtful guidance and long-term planning rather than generic solutions. The organization positions itself within the financial services industry as a fiduciary, client-first adviser focused on transparent, objective advice and personalized strategies, supported by credentials across financial planning and investment disciplines. EMBREE FINANCIAL Group has built its practice over many years from its Chicago base, emphasizing independent guidance and partnership to empower clients’ financial futures.

EMBREE FINANCIAL Group Global Highlights

North America
23

United States Of America
23

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

EMBREE FINANCIAL Group's Leadership

M. P.
Partner
Mobile Phone
Email
L. M. D.
Director Of Financial Planning, Cfp®
Mobile Phone
Email
A. V.
Assistant Relationship Manager
Mobile Phone
Email
E. W.
Senior Relationship Manager
Mobile Phone
Email
S. H.
Assistant Relationship Manager
Mobile Phone
Email
N. D. C.
Financial And Wealth Management Investment Advisor
Mobile Phone
Email
M. S.
Investment Advisor
Mobile Phone
Email
J. P.
Administrative & Executive Assistant
Mobile Phone
Email

EMBREE FINANCIAL Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from EMBREE FINANCIAL Group

Name

Title

Contact Info

Location

Last Update

M. P.
Partner
Mobile Phone
Email
Jun 28, 2026
L. M. D.
Director Of Financial Planning, Cfp®
Mobile Phone
Email
United StatesPennsylvania
Jun 08, 2026
A. V.
Assistant Relationship Manager
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
E. W.
Senior Relationship Manager
Mobile Phone
Email
Oct 22, 2024
S. H.
Assistant Relationship Manager
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
N. D. C.
Financial And Wealth Management Investment Advisor
Mobile Phone
Email
United KingdomEngland
Apr 14, 2026
M. S.
Investment Advisor
Mobile Phone
Email
United States
May 31, 2026
J. P.
Administrative & Executive Assistant
Mobile Phone
Email
United States
May 31, 2026
K. P.
Medical Tech
Mobile Phone
Email
Oct 10, 2023

Frequently Asked Questions

What is EMBREE FINANCIAL Group known for?

EMBREE FINANCIAL Group was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 440 North Wells Street Suite 530 Chicago, Illinois 60654 United States; you can contact the main corporate office by phone at

+1-312-527-****

. Explore EMBREE FINANCIAL Group's company overview page for more information.

What is EMBREE FINANCIAL Group's most common email format?

EMBREE FINANCIAL Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EMBREE FINANCIAL Group email formats with LeadIQ.

How many employees does EMBREE FINANCIAL Group have currently?

EMBREE FINANCIAL Group has approximately 21 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are EMBREE FINANCIAL Group's key employees and leadership?

As of June 2026, EMBREE FINANCIAL Group's key employees include:

Partner: M. P.
Director Of Financial Planning, Cfp®: L. M. D.
Assistant Relationship Manager: A. V.
Senior Relationship Manager: E. W.
Assistant Relationship Manager: S. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

EMBREE FINANCIAL Group Employee Directory

Find EMBREE FINANCIAL Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead