We think we've got the best jobs in the world. We help people work toward the goals they cherish-and we love doing it. We partner with you to develop a doable course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you.
If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with. We think you'll agree that our way is anything but impersonal. We invite you to explore our website to get to know us better. We've tried to make your visit to our virtual office very similar to the experience of our real office.
If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with. We think you'll agree that our way is anything but impersonal. We invite you to explore our website to get to know us better. We've tried to make your visit to our virtual office very similar to the experience of our real office.
Services
Emerald Wealth Management Solutions, LLC, was founded after DeAnne Mathis, a CERTIFIED FINANCIAL PLANNER professional, was tired of working for a parent company that dictated the types of investments she should sell to her clients. DeAnne knew that this wasn't fair to her clients, many of whom had different financial goals.
Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. Emerald Wealth Management Solutions, LLC, exists because we wanted to offer an alternative to the traditional Wall Street options available to investors.
CERTIFIED FINANCIAL PLANNER and CFP(R) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Most people think that all financial planners are "certified, " but this isn't true.
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Nancy Dickmon
Jan 19, 2019
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