Advisor Knowledge Vault

EmVision Succession Planning Insights Featured in Crain's

We’re excited to share that our Founder and CEO, Michael Embrescia, recently published an article in Crain’s Cleveland Business titled, “A Practical Guide for Wealth Adviser Succession Planning.” This feature highlights a proven approach to ...

RJ Swindaman Joins EmVision Capital Advisors: A Fresh Chapter of Growth and Opportunity

At EmVision Capital Advisors, we’re thrilled to welcome RJ Swindaman III, CPFA®, CFP®, to our team. With over a decade of experience as a wealth advisor and retirement plan consultant, RJ brings extensive knowledge, strategic vision, and a...

Steve Frank Joins EmVision Capital Advisors: A Strategic Succession Planning Move

We are excited to announce that Steve Frank, AIF®, has recently joined the EmVision Capital Advisors team! With over 35 years of experience in the financial services industry, Steve brings a wealth of knowledge and expertise that will greatly...

EmVision's Partner Ranked #1 by J.D. Power for the 11th Year: How It Benefits You

EmVision's Partner Commonwealth Ranked #1 by J.D. Power For The 11th Year: Why It Matters to Advisors Like You

At EmVision Capital Advisors, we are proud to announce that Commonwealth, our broker-dealer, has once again been ranked #1 in Independent Advisor Satisfaction among investment firms in the J.D. Power 2024 U.S. Financial Advisor Satisfaction Study....

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EmVision Capital Advisors: Pioneering Personalized Retirement Transitions for Financial Advisors

At EmVision Capital Advisors, just outside Cleveland, Ohio, we don't just manage wealth—we ensure the smooth transition of financial advisors into retirement, safeguarding their legacies and the well-being of their clients. Over the past decade,...

Bert Covell Joins EmVision: A Model for Successful Advisor Succession Planning

Bert Covell’s recent decision to join EmVision Capital Advisors as a wealth advisor marks a significant step in his career, emphasizing the importance of strategic succession planning for advisors nearing retirement. "After 13 rewarding years of...

Jim Zidd Joins EmVision: Enhancing Advisor Succession Planning with Comprehensive Benefits Expertise

Jim Zidd's recent addition to the EmVision Capital Advisors team as a Wealth Advisor is part of our strategic initiative to enhance the support and services we offer to advisors planning their retirement transitions. "After extensive discussions...

EmVision's Dedicated Support for Advisor Succession: Ensuring Your Legacy Continues

EmVision Capital Advisors stands out in the financial management landscape not just for its growth but for its commitment to supporting both new and seasoned advisors. This is epitomized by our recent collaboration with Dennis Spontarelli, a...

Bill Adams Joins EmVision: A Strategic Fit for Advisors Planning Retirement Transitions

Bill Adams, a seasoned wealth advisor, recently made the decision to join EmVision Capital Advisors, drawn by the firm's commitment to ethical practices, growth opportunities, and its distinctive business model. "EmVision's approach to business,...

Why Partnering with Commonwealth Was a Game-Changer for EmVision Capital Advisors

At EmVision Capital Advisors, based in Cleveland, Ohio, we specialize in wealth enhancement and preservation, as well as actively engaging in the mergers and acquisitions (M&A) side of the wealth management industry. Our recent strategic decision to...