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Professional & Courteous

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

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Long-Term Focused

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

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Guaranteed Service

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

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Sean G. Todd
Sean G. Todd

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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.

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.

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.

How can we help?
We Work Hard
In All Areas

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.

Business Planning

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

Estate Planning

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

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 9:00-10:00 am

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.