Embark Wealth Management, LLC

Timothy Milkwick is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Embark Wealth Management, LLC. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. In addition to his advisory role, he provides accounting services related to business retirement plans through Accounting Fulfillment Services, LLC and is a licensed insurance agent. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans by offering portfolio management and financial planning services. The firm emphasizes written Investment Policy Statements and applies fundamental analysis with a mix of trading strategies, primarily managing assets on a non-discretionary basis.

Gary Milkwick is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, holding the PFS™ and Series 66 designations with nine years of industry experience. He previously worked at Accounting Fulfillment Services, LLC for five years. Outside of financial advising, he has experience as the CEO and owner of an import company specializing in marble and granite slabs, although the business is currently inactive. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans, providing portfolio management and financial planning services. The firm manages approximately $51.8 million in assets and emphasizes written Investment Policy Statements and fundamental analysis, with most assets managed on a non-discretionary basis.

Barclay Vajda is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, Merrill, and OneAmerica Securities. Mr. Vajda is also a licensed insurance agent. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans with portfolio management and financial planning services. The firm uses written Investment Policy Statements and fundamental analysis, employing long- and short-term trading and options strategies, primarily managing assets on a non-discretionary basis.