EmVision Capital Advisors is proud to announce that President and CEO, Michael Embrescia, has been nominated for both the Forbes Top 250 Wealth Advisors and Best-in-State Wealth Advisors lists for 2024.

A Recognition of Excellence

These prestigious lists, developed by SHOOK Research, honor the nation’s top wealth advisors who consistently deliver quality client experiences. Advisors are evaluated on a state-by-state basis, with rankings determined by a comprehensive analysis of both qualitative and quantitative industry-specific criteria.

Dedication to Client Outcomes

"It’s truly an honor to be nominated for such distinguished recognition," said Embrescia. "This nomination is a testament to the dedication and hard work of the entire EmVision team. We are deeply committed to helping our clients achieve their financial goals and providing them with exceptional service."

This nomination highlights EmVision's unwavering dedication to empowering clients on their financial journeys. We are proud to be recognized among the nation’s top advisors and remain committed to setting the standard for excellence in financial advisory services. The final rankings will be published between late 2024 and early 2025, reflecting data from June 2023 to June 2024.

Nomination Criteria 

According to Forbes, the ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors are based on an algorithm of qualitative criteria developed by SHOOK Research, learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.  

The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. 

All advisors considered have at least seven years of experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

EmPowering Your Financial Future 

Michael Embrescia founded EmVision in 2015, originally as The Embrescia Wealth Management Group. Our mission has always been clear: to EmBrace our clients and EmPower them to live the lives they envision, persuing security for themselves and future generations.

At EmVision, we offer a comprehensive suite of services, including:

• Wealth management 
• Retirement planning
• Estate planning
• Family planning 
• Insurance planning
• Health and Benefits

Take The Next Step Toward Your Financial Goals

Ready to achieve your financial dreams? Whether you have questions about our services or want to explore how EmVision can help you build a secure future, we’re here to help. Contact us today to schedule a consultation with one of our knowledgable advisors.

James Artale 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 Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, visit https://tinyurl.com/yjwr3z6h.

2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.