Meet the professionals who can help you
pursue your goals
We help individuals and families pursue their ideal retirements.
Meet The Team
The team behind Imber Wealth Advisors, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jeffrey Imber, Ph.D., RFC® Founder, Investment Advisor
Despite always having an interest for investing from a young age, Jeffrey first pursued a career as a psychologist, where he owned his own practice. During the time, Jeffrey noticed a strong link between financial security (particularly in those entering retirement) and overall happiness. It was then that Jeffrey decided to take his experience as a psychologist and entrepreneur and apply it to the world of finance. Igniting the passion for investing he had since childhood.
Since starting Imber Wealth Advisors in 2004, Jeffrey has used his love of helping others and first-hand experience with creating a solid financial foundation to help aid individuals and families in successfully navigating the road to and through retirement.
Jeffrey is a Registered Financial Consultant (RFC) and has passed the Series 65 securities exam, maintaining the fiduciary standard of putting clients’ best interests first. In addition, he holds his insurance license in the state of Michigan.
In his spare time, Jeffrey is an avid golfer, and enjoys spending time with family, cooking and traveling.
Jonathan Imber, RFC® CEO, Investment Advisor
Jonathan Imber is the President and owner of Imber Wealth Advisors, Inc. and Imber Financial Group, LLC. A fiduciary advisor, he has passed the Series 65 securities exam and holds his life insurance license in the State of Michigan.
Along with his father, Jon has helped hundreds of families develop retirement plans that best fit their needs. This written plan, known as the Retirement Roadmap 360, integrates income planning, wealth management, tax-minimization strategies, long-term care and legacy and estate planning.
“Our mission is to ensure that your current financial situation is in line with your goals, objectives and priorities,” Jon says. “We work to develop a comprehensive and cohesive plan that will allow you to achieve those goals and objectives – allowing you to worry less about your money, and more about your life.”
In regards to what Jon enjoys most about working in this field, he shares, “I’ve been around this business for nearly 20 years, and I’ve seen firsthand how my father’s work positively impacted the lives of his clients. I was truly inspired to follow in his footsteps. It’s a privilege to be able to come to work each day and carry on the hard work my father started, knowing the recommendations we put in front of our clients have such a profound impact on their well-being as well as the ones they love and care for.”
Jon is a member of the Financial Planning Association and is a Registered Financial Consultant (RFC). He is a well-respected speaker on a wide range of financial subjects. He conducts a series of popular financial workshops throughout the year designed to help people understand the financial planning process and make better financial decisions. Jon earned his Bachelor’s degree in marketing and business administration from Northwood University.
Jon resides just outside of Ann Arbor, MI with his wife, Jillian; their two children, Joslyn and Jackson; and their dog, Sierra. They enjoy spending quality time together – be it at home, on the golf course, or camping!
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.