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Imber Financial Group, LLC

EST. AUM
$106,038,540

CONTACTS

CLIENT ACCOUNTS
518

Firm Details

Metro area Ann Arbor
CRD Number 144846
Website imberwealth.com
Client types

Overview

Imber Financial Group, LLC (operating as Imber Wealth Advisors) is an independent, SEC-registered Registered Investment Adviser (RIA) headquartered in Ann Arbor, Michigan. Led by CEO Jonathan Imber and founder Jeffrey Imber, the firm provides personalized wealth management, investment advisory, and financial planning services to individuals, families, and retirees. Operating under a fiduciary standard, Imber Wealth Advisors specializes in retirement planning, tax-efficient investment management, estate planning, annuity strategies, and risk management. Its holistic approach combines diversified portfolio management with comprehensive financial planning to help clients preserve wealth, manage risk, and achieve long-term financial security.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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