A complete list of active advisors currently associated with Empire Advisors Wealth Management LLC
Warmer can help you find a great advisor at Empire Advisors Wealth Management LLC or one who fits your needs even better.
Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high‑net‑worth clients, delivering customized Investment Policy Statements and ongoing portfolio monitoring. The firm limits advice mainly to mutual funds, equities, ETFs, fixed income, REITs and inflation‑protected bonds and offers both discretionary and non‑discretionary services. The firm’s investment process combines multiple analytical methods—including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory—and emphasizes a long‑term trading approach with documented risk‑tolerance profiles. Accounts are reviewed at least quarterly and clients receive custodial reports reflecting holdings and performance. Distinctive features disclosed in the brochure include a close affiliation with accounting and tax‑preparation businesses controlled by the firm’s principals, with those outside activities described in Item 10 and identified as a potential conflict of interest. The brochure also notes the firm’s use of predecessor performance in its marketing materials, a practice that is relatively uncommon among peers and that prospective clients may wish to weigh when reviewing the firm’s disclosures and custodial arrangements.
To learn more about the advisors currently working at Empire Advisors Wealth Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fairfax, VA
| 0
| |
Fairfax, VA
| 2
| |
Fairfax, VA
| 7
| |
Fairfax, VA
| 5
|
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