Founder & Lead Financial Advisor

Emily Johnson, CFP®, ChFC, CLU, CDFA™ 

  With over two decades of experience shaped by some of the most pivotal moments in modern economic history, Emily specializes in providing tailored financial strategies for individuals, families, and legal professionals across the Southeast. As a Certified Divorce Financial Analyst®, Certified Mediator, and CLE speaker, she’s passionate about helping clients make informed decisions through life’s most complex transitions.


  She launched her career in investment banking and leveraged finance, working with top-tier financial institutions across New York City, London, and Charlotte, NC. This global perspective and institutional experience laid the foundation for her client-focused, strategic approach to wealth management.


  Emily’s approach is collaborative, transparent, and education-driven—empowering clients with both clarity and confidence in their financial futures. Emily frequently speaks at legal and financial conferences and offers in-house CLE sessions to attorneys navigating divorce cases.

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