Portland, OR 805 SW Broadway Suite 2400 Office
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Empirical Wealth management
Multi-team
Firm-wide stats for Empirical Wealth management
About
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.
Based on Empirical Wealth management
Expertise
Based on Empirical Wealth management
Location
805 SW Broadway, Suite 2400
Portland OR 97205
Advisors at this office
4
Advisors at this office
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.
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.
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.
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.
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