Lori  Embrey

Lori Embrey

| CFP®

Hamilton Capital Management, Inc.

Fee Only Financial Planner Located in Columbus, OH and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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5025 Arlington Centre Blvd.
Columbus, OH 43220

Lori Embrey is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Lori L. Embrey, MS, CFP® has joined Columbus-based investment management and financial advisory firm Hamilton Capital Management, Inc. as associate vice president.

A member of the firm's Wealth Management team, Embrey is responsible for organizing, managing and directing the delivery of client services.

Prior to joining the firm, she served as principal of Fairfield Investments and Wealth Management, LLC, a company she founded in 2007.  She has been a fee-only financial planner since 2002 and has 16 years’ experience in financial services, including five years with Nationwide Insurance.  She is a frequent author and presenter on financial planning and investment topics both locally and nationally.

A Certified Financial Planner®, Embrey holds a bachelor’s degree in consumer affairs and a master’s in family financial management from The Ohio State University. She also serves as an adjunct faculty member at the university, where she teaches undergraduate consumer economics and personal financial planning. 

A Pickerington resident, she is a former officer and director of the Pickerington Education Foundation. She also has served as a volunteer with Junior Achievement, teaching economics and finance to Columbus Public Schools students.