learn about our history

About Estate Management Counselors

future-oriented

We are
a family...

  • …that strives to establish close long-term confidential relationships with clients.
  • …as a registered investment adviser.  We are 100% employee owned and independent with no outside affiliation.
  • …that manages investment portfolios with the goal of achieving above-average returns while subjecting clients to below-average risk with a long-term investment perspective. We currently manage balanced, equity and fixed income portfolios.
  • …that offers objective professional advice to our clients to assist in achieving their personal and financial goals based upon our comprehensive financial plan.
  • …performing in coordination with our client’s comprehensive financial plan.

01

Professional & Courteous

We offer our clients professional and courteous service with the highest level of integrity.

02

Long-Term Focused

Our practice is focused on building long-term relationships with our clients and not a transaction oriented relationship. 

03

Guaranteed Service

We guarantee to our clients a level of service that is unmatched by any other firm. 

“We Provide comprehensive financial and Estate planning Services while reducing taxes, attorney’s fees and court costs to the greatest extent possible.”

Estate Management Counselors, LLC

remember the past

Since 2000

Estate Management Counselors, LLC was established in response to individuals’ requests to receive coordinated objective fee-based financial, investment and estate planning advice.  The two facets that are coordinated are Financial Investment Planning and Estate Planning.  Other firms, either investment or law firms, only provide the client with one service therefore exposing the client to unnecessary financial and estate planning risks.  EMC provides both services to our clients at one location so the client works with only one set of professionals.  This unique service will assure the client that the left hand knows what the right hand is doing.

communication is key

WE PROVIDE COORDINATED FINANCIAL Advise

Planning, finance and budget with black couple and laptop for investment, retirement savings or onl

How we do it

Clients of EMC are provided with objective financial recommendations and counseling to assist them in reaching their investment and personal objectives.  EMC is not compensated on a commission basis for investment recommendations.  Therefore, the conflict of interest is removed from EMC recommending an investment just to generate a commission.  The advice that is given to all clients will always be unbiased and in the client’s best interest.

Clients choose to work with EMC for several reasons.  We offer our clients professional and courteous service with the highest level of integrity.  Our practice is focused on building long-term relationships with our clients and not a transaction oriented relationship.  We guarantee to our clients a level of service that is unmatched by any other firm.  If you want to receive objective financial, investment and estate planning advice, we look forward to working with you.

Investments

Our investment recommendations are based on what is in the client’s best interest without the conflict that exists in a typical stockbroker relationship. EMC provides personalized investment recommendations to help their clients achieve their goals and objectives.

Retirement & Pension Planning

We implement a strategy which allows an individual to accomplish their retirement goals and objectives. All of our client specific recommendations are made with a view toward reducing taxes and fees to the greatest extent possible.

Estate Planning

We enable individuals at all levels to give what they have, to whom they want, in the way and when they wan with a view toward reducing taxes, attorney’s fees and court costs to the greatest extent possible.
Client satisfaction
99%
Happy Clients
630
Years of Service
20+

We Will Help You Every Step Of The Way

EMC offers objective professional advice to our clients to assist in achieving their personal and financial goals based upon our winning comprehensive financial plan.

Contact EMC ⟶

what do you need?

we work hard
in all fields

Clients of EMC are provided with objective financial recommendations and counseling to assist them in reaching their investment and personal objectives. 

Investments

We provide personalized investment recommendations to help our clients achieve their goals and objectives.

Estate Planning

Estate planning involves more than the outright passing of property from one person to another.

Business Planning

Business planning involves more than just leaving the business to the next generation or to the surviving business owner(s).

Retirement & Pension Planning

Retirement planning involves more than just participating in a company’s retirement plan or self-employed retirement plan.

The Professional Edge Radio Show

Host:
Sean G. Todd, Tax Attorney / CPA Certified Financial Planner™ practitioner
Sundays 9-10:00 am

Podcast

Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®.
View Podcast Episodes ⟶
"They always say that time changes things, but you actually have to change them yourself.”
Andy Warhol

our team of experts are here for you

EMC manages investment portfolios with the goal of achieving above-average returns while subjecting clients to below-average risk with a long-term investment perspective.
Our firm currently manages balanced, equity and fixed income portfolios.

Meet The Founder