We’re excited to share some incredible news: Forbes has named EmVision Capital Advisors a 2025 Best-in-State Wealth Management Team! Out of more than 11,600 nominations across the country, our team earned this recognition for our commitment to innovation, a client-first approach, and unwavering dedication to excellence. This honor reflects the trust and confidence our clients place in us every day.

Here’s why this recognition matters...

The Forbes Best-in-State Rankings: Setting The Standard in Wealth Management

The Forbes Best-in-State Wealth Management Team rankings are a benchmark for excellence, based on a rigorous process developed by SHOOK Research. Unlike many rankings that rely purely on numbers, SHOOK evaluates wealth management teams holistically.

The Methodology:

• Interviews: SHOOK Research conducts virtual, telephone, and in-person interviews with nominated teams.
• Analysis: The rankings weigh qualitative factors like service models, leadership, and client retention alongside quantitative metrics like assets under management and revenue trends.
• Focus on Quality: The goal is to identify teams that prioritize personalized service and client success—not just those with the largest portfolios.

What Sets EmVision Apart

Founded in 2015 as The Embrescia Wealth Management Group, EmVision has grown into a trusted advisory firm serving high-net-worth and private wealth clients. Our tailored solutions cover a range of services, including:

• Retirement and estate planning
• Insurance and benefits strategies
• Investment management

Our commitment to combining industry knowledge with advanced technology allows us to provide bespoke financial strategies that empower clients to achieve their goals and build security for future generations.

At EmVision, we understand that every client’s financial journey is unique. That’s why we take a holistic approach, ensuring that your wealth strategy aligns with your personal values and life goals.

Leadership You Can Trust

As our President and CEO Michael Embrescia explains, this recognition is a testament to our team’s dedication to serving clients with integrity and purpose:

“At EmVision, we pride ourselves on crafting tailored solutions that empower our clients to achieve their financial goals while building security for future generations. Being recognized by Forbes is a great honor, and it underscores the trust our clients place in us every day.”

EmPowering Advisors and Clients

In addition to helping clients, we are also committed to supporting fellow wealth advisors as they navigate succession planning and career transitions. By fostering a collaborative, client-focused culture, EmVision ensures that the next generation of advisors continues to deliver the highest level of service.

Why This Recognition Matters

Being named a Best-in-State Wealth Management Team proves our ability to lead with purpose, professionalism, and integrity. For our clients, this means partnering with a team that prioritizes your financial well-being and delivers a personalized experience tailored to your needs. For our fellow advisors, this means partnering with a firm that supports, understands, and respects a well-structured succession plan that meets your needs and your clients' needs.

Questions? Contact us today!

Johnathon Opet, CFP® is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

2025 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87.