A complete list of active advisors currently associated with Empath Wealth

Warmer can help you find a great advisor at Empath Wealth or one who fits your needs even better.

Empath Wealth LLC is a fee‑only, state‑registered investment adviser serving individuals and high‑net‑worth individuals. The firm operates as a single‑advisor practice offering investment management alongside comprehensive financial planning on either an ongoing or project basis, and reports roughly $1.17 million in discretionary assets for a very small client roster. The firm uses a client‑specific investment policy framework grounded in modern portfolio theory and a blend of passive and active strategies, and it may engage outside managers to implement portions of client portfolios. Financial planning is integrated with investment oversight and the firm explicitly incorporates ongoing monitoring and assessments of client psychology as part of its monthly service model. Unlike many independent advisers, Empath Wealth does not rely on percentage‑of‑assets‑under‑management fees and instead uses fixed, project, or hourly planning arrangements while including investment management as part of its ongoing planning service. The combination of a very small client base, non‑AUM fee structure, and an explicit focus on behavioral/psychological coaching in the planning process are noteworthy compared with typical solo independent firms.

To learn more about the advisors currently working at Empath Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.