Build your financial future with a local Charlottesville family-owned firm

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.

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 Planning and Portfolio Management, with customized portfolios for individuals, families, businesses, and organizations.

We provide a variety of services ranging from:

  • Retirement Planning

  • Spending and Budgeting

  • 529 and Education planning for your family

  • Social Security analysis

  • Management and advice on brokerage accounts, retirement accounts, Traditional IRAs, Roth IRAs, Rollover IRAs, Inherited IRAs, Health Savings Accounts (HSA), 401(k) and 403(b) accounts, RMD strategies and distribution calculations

  • Roth Conversion analysis

  • Legacy Planning

Showcasing the best of the Hispanic community in Charlottesville and Central Virginia! Hosted by Xavier and Alex Urpí, we'll talk "today" with local & Latino entrepreneurs and "mañana" with strategies for the future in finance and business. Airing every Thursday at 10:15 on the I Love Cville Network.

Streamed live to Facebook, YouTube, and LinkedIn

Uploaded following on Instagram, Spotify, and AppleTV

Today y Mañana

Have a Conversation with us.

310 Old Ivy Way Ste 302
Charlottesville, VA 22903

info@emergentfs.com
(434) 260-1690