Emergent Financial Services, LLC.

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Emergent Financial Services - Charlottesville Financial Advisors 0 Skip to Content Open Menu Close Menu Open Menu Close Menu Build your financial future with a local Charlottesville family-owned firm Make an Appointment Who We Are Emergent Financial Services was started by a family of entrepreneurs with the goal of providing the valuable resources, knowledge, and expertise needed to support the financial life of families, businesses, and institutions in their area. We are dedicated to customized plans and portfolios, combining years of knowledge with research to ensure that our financial plans and investment portfolios fit with your specific needs. Having the right financial, business, or investment plan is our mission. We are a Hispanic-owned, SWaM-certified*, fee-only, independent registered investment advisor that brings together a wealth of experience in the financial industry to help individuals and institutions attain their investment and financial goals. As an employee-owned firm, we provide the personal and service-oriented approach that can be lost at large corporate entities. We are based in Charlottesville, Virginia and serve the local and surrounding communities, as well as communities across the country. Learn more Meet the Team Alex Urpí CEO and Investment Advisor Xavier Urpí CIO and Investment Advisor Nickolas Urpí Financial Planner Michael Urpí Chief Analyst Our Services Emergent is an independent registered investment advisor that specializes in Financial Pla

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