A complete list of active advisors currently associated with Empirical Wealth management

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

Empirical Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pensions and profit‑sharing plans, and investors in its private pooled vehicle. The firm offers fee‑based discretionary and non‑discretionary investment management, financial planning, tax preparation, retirement‑plan consulting (including tools to manage participant‑directed “held‑away” retirement accounts), a wrap‑fee program, and affiliated insurance, estate‑planning referral and residential real‑estate brokerage services. Investment decisions are grounded in Modern Portfolio Theory and typically employ 12–21 distinct asset classes to construct diversified model portfolios implemented primarily through mutual funds, ETFs and institutional funds, with targeted strategies such as the Targeted Premium Equity and Targeted Credit sleeves and optional long/short overlays for concentrated positions. Empirical also manages alternative‑strategy offerings, including the Empirical Alternative Income Fund, LP, and may enter into performance‑based fee arrangements with qualified clients while maintaining policies to address side‑by‑side allocation risks. Compared with many multi‑team advisers, Empirical operates several affiliated businesses—Empirical Properties (a residential brokerage that can offer client rebates), Empirical Insurance (a commission‑based insurance subsidiary), and a referral relationship with Secure Legacy Law Group for estate planning—which creates in‑house capacity across real estate, insurance and legal services. The firm is also an SEC‑registered private‑fund adviser that provides portfolio management to pooled vehicle investors and works with state and municipal retirement clients, services that are less common among similarly sized peers.

To learn more about the advisors currently working at Empirical Wealth management, 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.

You can also browse Empirical Wealth management's office locations.