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About Us

For over 30 years, Emerge Financial Group has been an industry leader in Tax, Accounting and Financial Services. Since having been established in northern California, Emerge Financial group has grown to service multiple states throughout the nation.

Mission | Process | Team

  • An Oakland skyline with modern skyscrapers reflecting in a body of water during early evening or dusk.

    Our Mission

    Our mission is to provide creative and timely solutions to the ever-changing Accounting/Tax, Financial Reporting and Financial Services challenges that confront businesses and individuals everyday.

  • A businessman in a dark suit and light tie standing with crossed arms in an office building with a cityscape view.

    Our Philosophy

    Our many years of experience and dedication to superior service allows Emerge Financial Group to offer a variety of professional services at the level our clients have come to expect. Our blend of resources puts various capable financial professionals to work in relentless pursuit of your success when it comes to your business and Financial Services. Our clients have taught us a great deal over the years. We understand that they are our best resource for sharpening our craft. It is our pleasure to be here for you – prepared to offer you the full benefit of our hard work and expertise.

  • Four diverse professionals, two women and two men, gathered around a laptop in a modern conference room. They are smiling and engaged in a discussion, with notebooks and a coffee mug on the table.

    Our Values

    We scrutinize each opportunity to make strategic decisions toward the best possible outcome for you.

    We provide counsel and recommendations based upon your current financial needs and personal goals. Our clients’ needs are our highest priority.

    Our philosophy will always be anchored by superior client service, integrity, and superior client service.

Our Process

Financial success doesn’t just happen. It is achieved through commitment, planning and effective implementation. Whether building the foundation for a new business, you need someone you can trust to guide you through thousands of seemingly conflicting alternatives. We create fully integrated strategies for you and then facilitate and manage the various financial components in order to achieve the ultimate success.

Emerge Financial Group’s holistic financial economies process often exceeds the results of traditional needs based plans. To identify the most effective Financial Services and reporting strategies for you, our team will listen to your goals, and then review your financial history to generate a current financial picture. As we create your financial services roadmap, our goals are to:

  • Analyze your financial/business objectives

  • Assess your financial services options

  • Identify potential roadblocks

  • Advise you on sound, fully integrated financial strategies

  • Monitor changes and take appropriate action

Check the background of your financial professional on FINRA's BrokerCheck®.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through and Avantax affiliated insurance agency. CA insurance license #0E71420

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.