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

How Can We Help You?

Book A Meeting With Us 

Meet Our Team

Chief Executive Officer
Wealth Advisor

380 West Western Ave
Suite 250
Muskegon, MI 49440

office: 231-903-6286 
fax: 231-903-6286
cell: 616-402-1905
bob@embarkfp.com
embarkfp.com

Hey, I’m Bob.  My title says I...

Chief Operating Officer
Wealth Advisor

380 West Western Ave
Suite 250
Muskegon, MI 49440

668 3 Mile Rd NW
Suite A
Grand Rapids, MI 49544

office: 616-600-9905
fax: 616-600-9905
cell: 616-283-7501
doug...

VP of Insurance and Marketing
Wealth Advisor

668 3 Mile Rd NW
Suite A
Grand Rapids, MI 49544

office: 616-600-9905
fax: 616-600-9905
cell: 616-490-2804
tucker@embarkfp.com
embarkfp.com

As a 7 on the Enneagram, “the...

VP of Financial Planning
Wealth Advisor

cell: 785-393-7181
will@embarkfp.com
embarkfp.com

I’m Will, the Vice President of Financial Planning and a Wealth Advisor for Embark Financial Partners. My journey in the...

Account Executive
Wealth Advisor

380 West Western Ave
Suite 250
Muskegon, MI 49440

office: 231-903-6286 
fax: 231-903-6286
cell: 231-955-8566
becky@embarkfp.com
embarkfp.com

I was born and raised in...

Wealth Advisor

office: 913-800-8675
cell: 816-808-5507
christian@embarkfp.com
embarkfp.com

I am a LPL Financial Planning Partner and Wealth Advisor at Embark Financial Partners. I have been...

Client Support Specialist

380 West Western Ave
Suite 250
Muskegon, MI 49440

668 3 Mile Rd NW
Suite A
Grand Rapids, MI 49544

office: 616-600-9905
fax: 616-600-9905
brittany@embarkfp.com
embarkfp...

Client Support Specialist

668 3 Mile Rd NW
Suite A
Grand Rapids, MI 49544

office: 616-600-9905
fax: 616-600-9905

embarkfp.com

Hello! I’m Alana – I am a crafty, theater nerd who takes a little too...

Client Support Specialist

380 West Western Ave
Suite 250
Muskegon, MI 49440

office: 231-903-6286 
fax: 231-903-6286
pearlie@embarkfp.com
embarkfp.com

I have been working in Financial Investment...

Admin Solutions Consultant with LPL Financial

www.embarkfp.com

My name is Cheryl Berlin and I am an Admin Solutions Consultant with LPL Financial.  My career in finance began in 1995 in Baltimore, MD as a Sales Associate...

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