--- title: "Steve Frank Joins EmVision Capital Advisors: A Strategic Succession Planning Move" description: Steve Frank, AIF® joins EmVision as part of his succession plan to best serve his clients and enhance his career. image: https://blog.emvisioncapital.com/hubfs/Steve%20Frank%20-%20Advisor%20Knowledge%20Vault%20Image.jpg --- Menu [Investor 360 Client Portal](https://signon.advisor360.com/as/authorization.oauth2?response_type=code&access_token_manager_id=jwt&AuthParam=SQL&client_id=Investor360&pfidpadapterid=i360Idpadapterid&isI360=true&redirect_uri=https://www.investor360.com/Login/login&state=null) [** ](https://www.facebook.com/EmVisionCapitalAdvisors/) [** ](https://www.linkedin.com/company/emvision-capital-advisors/) [** ](mailto:info@emvisioncapital.com) [ (330) 954-3770 ](tel:3309543770) # [![EmVision Capital Advisors](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers.svg "EmVision Capital Advisors")](https://emvisioncapital.com/) # Steve Frank Joins EmVision Capital Advisors: A Strategic Succession Planning Move * Published by Johnathon Opet * We are excited to announce that Steve Frank, AIF®, has recently joined the [EmVision Capital Advisors team](https://advisors.emvisioncapital.com/)! With over 35 years of experience in the financial services industry, Steve brings a wealth of knowledge and expertise that will greatly benefit our clients. ## Commitment to Clients Steve's career began at MetLife in Pittsburgh, where he honed his skills and understanding of the industry. Over the years, he founded Frank Wealth Management and navigated successful mergers, always prioritizing his clients’ best interests. Central to Steve’s approach is a strong commitment to client education, empowering them to make informed decisions about their financial futures. ## A Strategic Decision As Steve contemplated his own [succession planning](https://advisors.emvisioncapital.com/), he recognized the importance of aligning with a firm that shared his values and dedication to exceptional client service. That’s when he discovered EmVision Capital Advisors. ## Why EmVision? Steve was drawn to EmVision for several compelling reasons: 1. **Shared Values:** EmVision’s [mission and values](https://emvisioncapital.com/our-company/) align closely with his own. The firm’s focus on client-centric service resonated with Steve, reinforcing his belief that clients should always come first. 2. **Access to Resources:** By joining EmVision, Steve gains access to a broader network of resources and expertise. With an extensive team and a wealth of industry knowledge, he can provide enhanced services and solutions tailored to his clients’ needs. 3. **Collaborative Environment:** Steve appreciated the collaborative culture at EmVision. Working alongside a [team](https://emvisioncapital.com/our-team/) of experienced advisors allows him to support his clients while also benefiting from collective insights and knowledge. 4. **Commitment to Education:** EmVision’s emphasis on client education mirrors Steve’s own approach. He sees this as an opportunity to further his mission of helping clients understand their financial landscape in a supportive environment. ## A Bright Future For Steve, joining EmVision is a strategic decision rooted in his desire to provide the best possible future for his clients. By partnering with a firm that shares his values, he can ensure a smooth transition while continuing to make a meaningful impact in their financial lives. “We are thrilled to welcome Steve to the EmVision team, and we look forward to the positive impact he will have on our clients,” said Michael Embrescia, President and CEO, EmVision Capital Advisors. “We are equally excited to work with Steve’s clients and ensure they continue to receive the exceptional service and support they deserve.” ## Do You Have a Succession Plan? If you’re an advisor considering your own succession plan, Steve’s story highlights how partnering with the right team can ensure a smooth transition and continued success for both you and your clients. Let’s explore how we can help you achieve the same. [Reach out to us today to start the conversation](https://advisors.emvisioncapital.com/contact).   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](mailto:info@emvisioncapital.com).  #### SHARE [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.emvisioncapital.com/vault/steve-frank-joins-emvision-capital-advisors-a-strategic-succession-planning-move&src=sdkpreparse) #### EmVisionblog ## welcome [![RJ Swindaman Joins EmVision Capital Advisors: A Fresh Chapter of Growth and Opportunity](https://blog.emvisioncapital.com/hubfs/Welcome%20RJ%20Swindaman%20.png) ###### 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... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/rj-swindaman-joins-emvision-capital-advisors-a-fresh-chapter-of-growth-and-opportunity) [![EmVision Succession Planning Insights Featured in Crain's](https://blog.emvisioncapital.com/hubfs/Crains%20Blog%20Image.jpg) ###### 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 ... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/emvision-succession-planning-insights-featured-in-crains) [![Watch our Intro to Advisor Services video](https://blog.emvisioncapital.com/hubfs/Watch%20Our%20Intro%20to%20Advisor%20Services%20Video%20Image%20Option%202.jpg) ###### 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,... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/emvision-capital-advisors-pioneering-personalized-retirement-transitions-for-financial-advisors) [![Icon_feather-phone](https://blog.emvisioncapital.com/hubfs/Icon_feather-phone.svg) (330) 954-3770 ](tel:3309543770) [![Mail](https://blog.emvisioncapital.com/hubfs/Icon_material-mail-outline.svg) info@emvisioncapital.com ](mailto:info@emvisioncapital.com) ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 251 W. Garfield Rd. ​Suite 155 Aurora · OH · 44202 ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 1954 Hubbard Rd. Madison · OH · 44057 ## Contact us [![Brokercheck_Logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/Brokercheck_Logo.png?width=119&name=Brokercheck_Logo.png "Brokercheck_Logo")](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) [![riskalyze_0](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/riskalyze_0.png?width=86&name=riskalyze_0.png "riskalyze_0")](https://brokercheck.finra.org/?ref=forexcuratorcom%20%20) [![investor360-logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/investor360-logo.png?width=119&name=investor360-logo.png "investor360-logo")](https://emvisioncapital.com/riskalyze-web/) ###### [Form CRS: Client Relationship Summary](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) Securities and advisory services offered through Commonwealth Financial Network®, member [FINRA](http://www.finra.org/)/[SIPC](http://www.sipc.org/), a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Copyright © 2022 EmVision Capital Advisors. 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