With more than 19 years of experience in financial planning and investment management, Emily Fernberger has the accumulated knowledge and perspective to help you with your financial goals. Emily understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Emily will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Emily endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.

Based on what she learns about you and your goals and an analysis of the current financial markets, Emily designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Emily puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Emily began her career in financial services in 2001 and previously spent 13 years with Citizens Investment Services. Today, Emily provides long-term financial solutions using portfolio management, retirement planning (including IRAs and 401(k)s), estate planning, 529 education savings plans and more through Raymond James.

A native of Wyncote, Pennsylvania, Emily graduated from The New School with a Bachelor of Arts in psychology. She resides in Buckingham Township/New Hope, Pennsylvania, and is a volunteer at the Bucks County SPCA. Away from the office, Emily also enjoys art, gardening, nature, hiking and animal rescue. She joined Raymond James in 2020.