• Request a complementary meeting today with Jeff to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us

    Here’s our story. We look forward to hearing yours.

    At Imber Wealth Advisors, our sole focus is YOU.


    Jeffrey Imber, Ph.D., RFC. 


    Jeffrey A. Imber first became intrigued by money when, as a child, his father introduced him to the magic of compound interest.  In junior high school, he bought his first stock in Chrysler Corporation and watched the company’s value grow, plummet, then rebound after the government bailed out Chrysler.        

    Through these early experiences, Jeffrey learned the importance of saving and investing.  As a longtime business owner, Jeffrey knows what it means to create wealth and provide security for his family, without an employer-provided pension.  As president of Imber Wealth Advisors, he’s helping others with varying financial resources do the same.

    Jeffrey excels at truly listening to his clients and building a relationship of trust. Earlier in his career, as a psychologist, Jeff saw first-hand how money issues created problems in people’s lives, including those who were in or transitioning into retirement. He decided that he wanted to specialize in an area where he could help people solve their financial challenges and develop strategic plans to help them enjoy their retirement years.  Then and now, as a financial advisor, he has been his clients’ trusted professional. He is a member of the National Ethics Association and maintains the fiduciary standard of putting clients’ best interests first and foremost.   

    For more than a decade, Jeffrey has shepherded his clients into and through retirement, by giving them a specific plan of action.  Using a client-centered approach, he creates dynamic financial plans that are wisdom-based and built upon each family’s personal goals, values, needs and resources.  He has helped them to achieve financial confidence in their retirement along with a lifetime of income.  In addition, he and his team of associates integrate tax and estate planning* to shape the complete Imber Wealth Advisors approach.

    In his spare time, Jeffrey enjoys cooking, traveling and spending time with family and friends and is very involved at Dexter United Methodist Church.  He also likes to golf, a passion that led him to work with the Michigan State University’s men’s golf program as the Mental Game Skills Consultant. The team achieved two Big Ten Championships during his tenure.

    Jeffrey is a Registered Financial Consultant, and is dually licensed as an Investment Advisor Representative (Series 65 - Uniform Registered Investment Adviser Law Exam) and an Insurance professional. Marilyn, his wife of over 25 years also works at Imber Wealth Advisors, Inc. as a licensed insurance professional and client care specialist. They have three adult children: David, a U.S. Army Airborne Ranger and Army Captain who has served our country in Iraq; Jonathan, a licensed insurance professional, handles marketing and client relations at Imber Wealth Advisors; and Lindsey, an accomplished chef and nutritional scientist.  Jeffrey and Marilyn also have two grandchildren.
     


    Jonathan Imber, RFC. 
    Director of Operations | Financial Planner
    jon@imberwealth.com 

    On a day-to-day basis Jon dives into case preparation and focuses on holistic retirement planning with the Imber Wealth Advisors team.  "Our mission is to ensure that your current financial situation is in line with your goals, objectives, and priorities. Developing 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."  When asked what Jon enjoys most about his job he had the following to share: "Over the past 16 years, I've seen how my father's work has impacted the lives of his clients, and I was inspired follow in his footsteps. It's a privilege to come to work each day and work side by side with my dad, knowing the recommendations we put in front of our clients has such a profound impact on their well-being and the families they care for."

    Jon, a member of the Financial Planning Association, is a Registered Financial Consultant (RFC).  He is currently enrolled in the Certified Financial Planner (CFP) program through The American College of Financial Services.  Jon holds his licenses in both Insurance and securities, holding his Series 65 License (Uniform Investment Adviser Law Examination).  
     
    Jon earned his Bachelor’s in Marketing and Business Administration from Northwood University.  His passion for travel led him out west where he lived in the Sierra Nevada and Rocky Mountains. His interests include travel, golf, hockey, and boating.  He plays hockey locally in Ann Arbor during the winter and participates in a local golf league in the summer.  He spends the rest of his free time with his family, wife Jillian, daugther Joslyn, and their dog Sierra. 




    Marilyn Imber 
    Client Service Specialist
    office@imberwealth.com

    Marilyn is a licensed insurance agent, and is the primary contact when you call our office. As a client service specialist, Marilyn assists our clients in a variety of ways, including the setting and confirmation of appointments, preparation for client reviews, and processing and number of other client requests.
     
    Marilyn works at our office 3 days a week, Monday-Wednesday. When she is not working with us, she is a full time grandma to her and Jeff’s two grandchildren, Brooke and Mia 

     

    Brittany Evans  

    Director of Marketing & Client Relations
    brittany@imberwealth.com

    Brittany is responsible for making sure everyone who walks through our door feels at home. Brittany is in charge of putting together our client events and seminars, sending out weekly and quarterly newsletters, and managing the company’s website and social media. She also assists in preparation for client appointments, and processing service requests. 
     
    Brittany received her Bachelor’s degree in Psychology from Eastern Michigan University. She has been in the financial industry for over 4 years. She and her husband, Aaron, recently became new home owners, along with their cats and dog. In her free time Brittany enjoys running and going to the park with her dog, Mack.





    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at office@imberwealth.com or call us at (734) 769-1719 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.





    We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

    CUSTOM FIT SOLUTIONS

    PERSONAL SERVICES

    comprehensive financial approach

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 'Your Retirement Income Planning Checklist' is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    Investment Advisory Services are provided through: Capital Asset Advisory Services, LLC, an SEC-Registered Investment Advisor.

    This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Imber Wealth at (734) 769-1719, or office@imberwealth.com.