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Welcome New Client!
We are excited to have you as part of the Emerge Community! So let's get started by establishing the basics of your client profile and gathering some needed documents. Please let us know how you heard about us by making a selection below. Then, complete the short form, and gather bank statements, cash ledgers, credit card records, tax returns or any method that you use to capture all relevant income and expenses.

Once your form has been submitted, you will be contacted to set up your appointment time.

Thank you for choosing Emerge Financial Group.

A man in a business suit working on a tablet at a desk with documents, a pen, a calculator, a notebook, and a yellow coffee cup.

New Client Intake

Please take a moment to complete our new client questionnaire.

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.