Our Values

 

 

 

Organization

We provide a platform and patterns that organize your financial life.

Vision

We bring clarity to your personal financial picture and prepare you for challenges around the bend.

Measure Risk

We help you assess risks to your financial success.

Seize Opportunities

We identify and alert you to opportunities that advance your goals.

Enhance Aptitude

Our expertise helps you cut through the noise, empowering you with the key knowledge to understand your options.

Take Action

We empower you to take action.

Our Expertise

Meet our Team

Bob Garretson | Wealth Advisor

Bob Garretson

Muskegon

Chief Executive Officer | Wealth Advisor

Hey, I’m Bob.  My title says I’m CEO of Embark Financial Partners, but that’s kind of new.  Here’s how I got here:  I was...

Doug Heilman | Wealth Advisor

Doug Heilman, AWMA®

Grand Rapids

Chief Operating Officer | Wealth Advisor

For almost two decades, I have enjoyed helping others as a consultant and educator in the medical research and...

Tucker Fahlen | Wealth Advisor

Tucker Fahlen

Grand Rapids

VP of Insurance and Marketing | Wealth Advisor

As a 7 on the Enneagram, “the enthusiast”, I consider myself an optimistic adventurer who is always on the go. I...

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