Describe your perfect day?
My perfect day is all about cruising through the Florida Keys under the sunshine, anchoring at a sandbar to hang out with my favorite people, and ending it with a fresh seafood dinner and a game of Catan on the beach.
What do you most like about your job?
Life is full of surprises—some good, some difficult—and I truly enjoy helping clients navigate the ups and downs, celebrating their successes and offering guidance through their challenges.
Surprise us, something we don’t know about you?
I have lived in a tent and on a boat for two months – not at the same time, but the experiences are similar!
How long have you worked in Financial Services?
12+ years
Meet with Emily
Bachelors of Arts with High Distinction in Communications & Spanish at Indiana University
CFP® Certification
Investments, Budgeting, Retirement Savings Strategies, Life Insurance, College Funding, Tax Advantaged Accounts
Emily began her career in NYC at Merrill Lynch in 2012, where she started as a client services associate for six years before rising to financial advisor in 2018. She spent a decade with her team, helping to manage over $600 million in assets. In 2021, her team moved to UBS, where she spent a little over a year, before launching her own practice in 2023.
After working at some of Wall Street’s largest firms for over a decade, Emily started her own financial planning practice and then joined Domain Money on the belief that everyone deserves financial freedom. Through navigating her own journey of risks and challenges, Emily saw firsthand how powerful it is to have someone in your corner, someone who listens and takes the time to get to know you. That’s what she does—provides personalized strategies, meaningful connection, and ongoing support to help you move forward with confidence in your life’s goals and financial journey.
Emily is passionate about financial literacy and enjoys coaching families and small business owners to better understand their relationship with money. She regularly runs financial workshops for local nonprofits, helping teens, young adults, and entrepreneurs set themselves up for success.
Outside of financial planning, Emily owns a wedding and event venue with her husband on their five-acre farm in Miami. You will often find her switching through reading three different genres of books at once, salsa dancing, and road-tripping with her family.
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Participation in our referral program, whether as a referrer or referee, is subject to our full terms and conditions outlined available here.
Just book a free 30-minute Strategy Session. We’ll learn about your goals, walk you through how we work, and answer any questions you have. If it feels like the right fit, we’ll guide you through the next steps to kick off your plan.
Our financial advisors are all full-time employees of Domain. Think of Domain advisors as a hand-selected team bringing extensive experience from firms such as Morgan Stanley, Goldman Sachs and BlackRock. Each is a CERTIFIED FINANCIAL PLANNER™ professional.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we’re legally obligated to always act in your best interests. But that’s how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Your Domain advisor is here to guide you through every part of your financial life. That includes things like investments, cash flow and spending, tax planning, retirement planning, real estate and home affordability decisions, equity compensation, education savings, estate planning, and insurance. No matter your goals, you'll get expert, personalized advice—and a clear path to reach them.
Initial plan creation takes about 3–4 weeks for our Essential and Strategic Plans, and 6–8 weeks for the Comprehensive Plan, depending on the complexity of your finances. From there, your membership continues with ongoing coaching, plan updates, and support—so we’re with you well beyond the first draft, helping you adapt and make smarter decisions as life evolves.
Every membership includes a kickoff meeting, 2–4 coaching sessions, an annual plan update, and ongoing email support from your dedicated CFP®. You can space out your sessions throughout the year or use them closer together when you’re facing a big decision—like changing jobs, buying a home, or making a major investment. We’re here whenever life calls for a smarter strategy.
You’ll receive a personalized financial plan and financial model built around your goals—complete with step-by-step recommendations and a clear roadmap to follow. You’ll work one-on-one with a dedicated CFP® advisor who will guide you through every detail and help you confidently put your plan into action. Your sessions and support are tailored to your plan type, ensuring you get exactly what you need to make smarter financial decisions.
We genuinely believe you’ll love your membership and plan—but if it falls short, we’ll make it right. Your advisor will address any concerns and make adjustments as needed. If you’re still not satisfied, we’ll give you a full refund. That’s our 100% Satisfaction Guarantee. See full details here: https://domainmoney.com/assets/library/satisfaction-guarantee
All of your information and data is handled with the highest level of confidentiality. We use it solely for providing personalized financial advice directly to you, and will never share or sell your information. We thrive on trust, and take data security seriously.
Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.
Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.
Absolutely—and your advisor will help you stay one step ahead. Your Domain plan is built to adapt as your life unfolds. Whether you’re exploring new goals, making a big decision, or navigating changes in your personal or financial life, we’ll proactively revisit your strategy to keep it aligned with what matters most.
Life changes—and your strategy should too. With an annual membership, you’ll get updated guidance each year and ongoing access to your advisor. Whether your goals shift, your income changes, or something unexpected comes up, we’ll revisit your plan together and keep you on the best path forward.
For now, our services are only available to clients currently residing inside the US.
Easy—just email support@domainmoney.com.
Domain Money is a team of expert CFP® professionals on a mission to make best-in-class financial advice accessible—without the complexity, hidden fees, or product sales you’ll typically find elsewhere. Our advisors act as fiduciaries, always putting your best interests first. We don’t manage your assets, sell investment products, or earn commissions—so our advice is 100% objective. Financial planning and investment advice are provided through Domain Money Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).
