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Emergent Wealth Advisors, LLC
Emergent Wealth Advisors, LLC
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Firm
Amherst, NY
Serving Clients Nationwide
A Modern Approach To Your Wealth Management
Primary Advisor Locations
Nicholas J. Efthemis, CFP®, CRPS
Emergent Wealth Advisors, LLC
Jeremy D. Wagner
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
About Us
Over the years we’ve found that when people come to us they’re looking for far more than financial planning and investment management.People call on us when they have questions and are looking for answers. They seek us out when they have complexity yet yearn for simplicity. And, perhaps most of all, people come to us to turn their uncertainty into the clarity they need to manage their financial life with confidence.
Upon working with us, our clients feel informed and empowered, they’ve transformed their reluctance into results and they experience service that exceeds their expectations.
We have three core beliefs that serve as the bedrock of our work:
✔️ Lead with advice
✔️ One size does not fit all
✔️ Expertise matters
Our client-focused, time-tested approach delivers customized and comprehensive wealth planning seamlessly integrated with expert investment management and a boutique style that harkens to the days when everything was hand-crafted.
If you’re looking for a more modern approach to wealth management, we invite you to learn more. If you’re ready to start a conversation, let’s talk.
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Securities offered through Leigh Baldwin & Co., LLC Member FINRA/SIPC. Investment advisory services are offered through Emergent Wealth Advisors, LLC, an SEC-Registered Investment Advisor. Emergent Wealth Advisors, LLC is not affiliated with Leigh Baldwin & Co., LLC.
Badges
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Awesome advisor
✅ Wealthtender Certified Advisor Review™
Jul 22, 2024
Nick is always accessible and puts up with my very conservative financial aspirations!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personalized Service
✅ Wealthtender Certified Advisor Review™
Jul 22, 2024
Nick has handled my wife's and my retirement planning for the last four years. After taking the whole of our financial situation into consideration, he has gone to great lengths to make sure it meets our retirement wants and needs.
He will give sound financial advice, and take the time to address any questions or concerns.
We would recommend Nick and Emergent Wealth to friends and family without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
a unique professional
✅ Wealthtender Certified Advisor Review™
Jul 22, 2024
About 6-7 years ago, I was feeling unhappy with my then-current financial advisor. I interviewed four possible advisors, all recommended to me by friends or other professionals.
I came away with no choices that impressed me positively. One of them used a computer game model to assess my needs. Another bragged about his own wealth. Those experiences could not have been more unprofessional and told me nothing about the advisor himself. As I said, I was interviewing, not being interviewed.
I was feeling concerned that I could not find an advisor who listened to me and wanted to know who I am. I got one more recommendation, and I met Nick Efthemis. I was thrilled with the interview! I hired him. I could not be happier. Nick listens, he asks questions, he lets me know what he is thinking and why. My finances have greatly improved due to his advice. I highly recommend that you meet him and his team, and I am sure you will be as pleased as I am to have him on my personal advisory team!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great job
✅ Wealthtender Certified Advisor Review™
Jul 22, 2024
Nick and his staff at Emergent have proven to be very effective in managing the portfolio for me and my husband. I was so happy with the results we transferred over assets that were being managed by a different financial advisor. He is responsive to our questions and his follow through has been great. Couldn't be happier!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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