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Home – Who We Serve

Who We Serve

 

We help

Young Professionals, Business Owners and Wealthy Families

accelerate and protect personal wealth to

LIVE fearlessly, LEAD fearlessly and LOVE fearlessly.

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Home – Young Professionals

Young
Professionals

How do you balance your lifestyle spending with saving for your future?

Who can you trust to help make independent, smart financial decisions?

You’re young and healthy now but what happens if you get sick?

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Home – Business Owners

Business
Owners

How can you grow revenues while preserving what you’ve built?
Who are the future leaders of the company and how do you retain them?
When the time comes, what’s the most tax-efficient way to exit the company?

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Home – Wealthy Families

Wealthy
Families

How do you best preserve wealth for future generations?
What are the tax consequences of your estate plan?
How will you ensure your family inherits wealth responsibly?

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Home – Who We Are

WHO WE ARE

EJS Financial Management’s Founder, Emory J. Smith’s passion for personal finance and investments led him from trading a few shares of blue chip stocks in his bedroom as a teenager in Dallas to managing estate planning and asset protection insurance programs for many prestigious clients at a boutique financial services company based in Phoenix.

After nine successful years as Senior Vice President of that company, Emory could no longer ignore the fact that many important relationships weren’t receiving the depth of expertise and service they deserved from their insurance advisors.

Emory began to share the knowledge and experience he accumulated while working with world-class business owners, Hall of Fame athletes and celebrated entertainers to help those he cared about most.

And in 2014, EJS Financial Management was born.

 

We help clients uncover, understand and answer their toughest financial questions to address the needs of today and tomorrow.

 

Emory J. Smith holds a Bachelors of Science degree (magna cum laude) from the W. P. Carey School of Business at Arizona State University. Emory is a 12-year veteran of the high net worth financial services industry and contributes to numerous national media publications. He holds Life, Health, Property and Casualty Insurance Licenses, serves on the Board of Directors for the Central Arizona Estate Planning Council and Phoenix’s Chapter of the National Association of Insurance and Financial Advisors. Emory serves construction and real estate development clients through active involvement with Urban Land Institute and Valley Partnership and participates in multiple Tax and Estate Planning study groups. Emory also enjoys serving as an Alumni Mentor for W.P. Carey School of Business students.  Most of all, Emory enjoys spending as much time as possible with his Wife Katie and their infant son.

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Connect

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