The LTD Group

Guiding you through complexity

Most decisions about your money are not purely financial - there is often an emotional component.

At The LTD Group, we provide context around BOTH the financial and emotional aspects of your decisions, guiding you in making smarter and more confident choices that help simplify your life, optimize your wealth, and fit your every need.

Each step of the journey we experience together puts you in the center of every decision. We listen carefully to your vision of the future and provide the guidance and strategies to make that vision a reality. Our ultimate goal is to empower you to enjoy more of your most precious resource: TIME... time with the people and passions that give your life purpose.

The LTD Advantage

Whether you are a native or an immigrant to wealth, we take great pride in helping you understand the difference between what money IS and what money DOES in relation to what it can do for your life and your future.

We are a knowledgeable and skilled team of caring advisors dedicated to helping you navigate the distractions of challenging markets, while strengthening your family's financial security.

Our approach emphasizes highly personalized service and transparency, so we always know what's happening in your life, and you always know what's happening with your wealth.

Proud to work with nationally recognized teammates

At the LTD Group, we are very proud that Financial Advisor Andrew Embery and our team have received the following prestigious awards. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, LTD Group!

Andrew Embery

Forbes Best-In-State Wealth Advisor - 2022, 2023

Forbes Best-In-State Wealth Management Team - 2023

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes Best-in-State Wealth Management Teams award was announced January 2023. Data as of 3/31/22. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The LTD Group

Guiding you through complexity

The LTD Advantage

Proud to work with nationally recognized teammates

Andrew Embery

The LTD Group

Global Insight Monthly

The LTD Group

Contact

The LTD Group

Latest Insights

Tariffs’ leverage extends far beyond trade