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781-572-8610
info@emmaresearch.com

Helping You Build the Life You Want.

EMMA Research is a Boston-based registered investment advisor, a fiduciary, dedicated to your financial
health and freedom. We meet you where you are, and navigate each stage of life together.

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Our Purpose

At EMMA Research, we believe financial health and freedom should be within reach for everyone. Our purpose is to empower individuals, families, and small business owners to build, steward, and leverage their wealth with clarity, discipline, and confidence—so they can live resilient, meaningful, and opportunity-filled lives.

Whether you are just beginning your financial journey or refining a lifetime of planning, we take the time to understand your story, your values, and your aspirations. We design personalized investment strategies that align your capital with life goals, helping you navigate complexity, manage risk, and make informed decisions at every stage of life.

We value partnership over transactions, clarity over jargon, and disciplined execution over short-term noise. Your path is unique. Our role is to walk it with you—steadily, transparently, and with an unwavering commitment to your financial health and freedom.

How We Help

We help you align your finances to your goals, values, and lifestyle.

Investment Management

We build custom investment portfolios using publicly traded stocks and bonds. Our approach focuses on risk management, diversification, steady discipline, and your long-term goals — helping you grow and protect your wealth over time. Clients pay up to 1% in annual fees on the assets we manage, paid quarterly.

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Holistic Financial Planning

Holistic planning that aligns your goals and values with your finances. We listen to you, analyze your situation, make recommendations and execute on your plan. We are your primary financial health provider dedicated to your long-term financial health and freedom. Clients are charged at an hourly rate or a flat fee depending on the level of engagement.

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Lifestyle Strategy

Life happens. We guide you through elements that underpin your financial health and wellbeing: navigating career changes, business decisions, family growth, retirement, and other major life transitions. Clients are charged at an hourly rate or a flat fee depending on the level of engagement.

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Lifestyle Strategy

Life happens. We guide you through elements that underpin your financial health and well-being: navigating career changes, business decisions, family growth, retirement, and other major life transitions. Clients are charged at an hourly rate or a flat fee depending on the level of engagement.

Learn more

Who We Serve

Individuals

Individuals

Searching for financial guidance from a trustworthy fiduciary

Young Families

Young Families

Juggling careers, kids and financial complexity

Small Business Owners

Small Business Owners

Looking to navigate growth

How We Are Different

Inclusive

No jargon, and no arbitrary wealth thresholds or asset minimums

Long-term focused

Each discussion is anchored by your long-term goals

Holistic

Dedicated to a holistic 360-degree review of your financial well-being

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