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Mia B

Series 65

Portland, OR

Empirical Wealth management

Mia Bratcher is a financial advisor at Empirical Wealth Management in Portland, OR, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Wells Fargo Bank and operating Bratcher Painting, Inc. She also managed a venture called Mia's World from 2020 to 2024. Empirical Wealth Management serves a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach, offering diversified model portfolios and alternative strategies, while also providing complementary services in real estate, insurance, and estate planning through affiliated businesses.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Kelly R

CFP®, Series 63, Series 66

Portland, OR

Empirical Wealth management

Kelly Romano is a CFP® professional with 20 years of industry experience. He currently serves as an advisor at Empirical Wealth Management and previously worked at Fisher Investments and J.P. Morgan Securities. Empirical Wealth Management provides investment management, financial planning, tax preparation, and retirement-plan consulting to individuals, trusts, charitable organizations, pensions, and profit-sharing plans. The firm uses Modern Portfolio Theory to create diversified portfolios across multiple asset classes and offers affiliated real estate, insurance, and estate-planning services.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Erica L

Series 65

Portland, OR

Empirical Wealth management

Erica Long is a financial advisor at Empirical Wealth Management in Portland, OR, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Amazon, Seattle University, and Carhartt. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory-based approach with a range of asset classes and alternative strategies, supported by affiliated businesses in real estate, insurance, and estate planning.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Samuel B

CFA®

Portland, OR

Empirical Wealth management

Samuel Brigham is a CFA® charterholder currently with Empirical Wealth Management, where he has worked since 2026. He has prior experience at Meketa Investment Group, M Science, and Fisher Investments. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified model portfolios across multiple asset classes and alternative strategies.

Private / alternative investments Long-term care insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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