A complete list of active advisors currently associated with Empirikal Partners LLC

Warmer can help you find a great advisor at Empirikal Partners LLC or one who fits your needs even better.

Empirikal Partners is a team advisory firm with nine advisors managing about $87 million for roughly 175 clients, serving individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, ERISA 3(21) retirement-plan advisory services, and hourly financial planning and consulting. Portfolios are constructed and managed based on each client’s stated goals, time horizon, and risk tolerance, typically using fundamental analysis and a mix of mutual funds, ETFs and longer-term equity positions. Accounts are reviewed on a regular basis (quarterly and as market conditions dictate) for rebalancing and tax-loss-harvesting opportunities, and the firm executes trades through qualified custodians while aggregating orders when appropriate. Noteworthy distinctions include operating seven offices, an uncommon footprint for a team of this size, and affiliated business activities: several advisors are licensed insurance agents and registered representatives who may receive external commissions for insurance and brokerage products (a conflict the firm discloses and says it manages under its fiduciary obligations). The brochure also discloses a material historical event — a 2018 FINRA arbitration involving a firm principal that resulted in an award of approximately $253,736 — which the firm discloses for prospective clients’ consideration.

To learn more about the advisors currently working at Empirikal Partners 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.