Emily Promise, CFP, AIF, CDFA, CAP

Emily Promise is the CEO of ShorePoint Advisory Group and serves as a trusted advisor and primary point of contact for physicians, healthcare professionals and their families. Her role extends well beyond traditional financial advising; she functions as a strategic Chief Financial Officer for her clients, focused on protecting their financial health so they can remain focused on caring for others. Taking a comprehensive, whole-picture approach, much like patient-centered care, Promise evaluates each client’s financial life as an integrated system rather than a series of isolated decisions. She partners with medical professionals through pivotal moments such as practice transitions, retirement planning, business sales, retirement planning, and generational wealth strategies, helping them navigate complexity with clarity and confidence.