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, we've developed a specialized focus on supporting advisors through this significant career transition.

Watch Our Introduction to Advisor Transition Services

In this brief video, I discuss our tailored approach to helping financial advisors plan their retirement, focusing on personalized transitions and ensuring that clients remain in caring and capable hands.

A Dedicated Approach to Advisor Succession

The financial advisory landscape is poised for a substantial shift as thousands of advisors approach retirement. This period of change isn't just about stepping back; it's about making sure that the hard work and dedication of a career continue to benefit clients long after an advisor retires.

Our approach at EmVision extends beyond traditional mergers and acquisitions. We ensure that every transition respects the retiring advisor’s legacy while also maintaining the highest standards of care and service for their clients.

Tailored Transition Services

We understand that each advisor's needs are unique, which is why our transition services are customized to each individual's situation. Our team works closely with retiring advisors to design a succession plan that not only respects their life's work but also empowers the incoming advisors to continue that legacy confidently.

Ongoing Education and Support

To support our advisors and shed light on our processes, I have started recording short videos that detail our approach to successful advisor succession planning. These videos serve as a resource for both our current partners and those considering joining EmVision, providing valuable insights into how we handle transitions. 

Your Partner in Retirement Planning

At EmVision, we view ourselves as more than a financial advisory firm; we are partners in shaping the future of our clients and advisors alike. Whether you are a financial advisor looking to start planning for retirement or an individual seeking comprehensive wealth management services, EmVision is equipped to support you.

Our services include wealth management, retirement planning, estate planning, family planning, and more. We are committed to providing the security and peace of mind that comes with well-managed finances.

Invitation to Connect

If you're a financial advisor contemplating retirement, or if you seek a firm that emphasizes personal connections and meticulous planning, I encourage you to reach out. Your legacy is our priority, and we are here to ensure it thrives.

For more information or to discuss how we can assist you, please contact us or schedule a meeting.

Michael Embrescia 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.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.