We are excited to now be a part of Mercer Advisors.
Empyrion Wealth Management™ was founded with a mission to provide investors with the power of choice. Since 2002, we’ve helped our family steward, women in transition, and thriving retiree clients make wise and informed choices with their money through intentional investment strategies and high-quality service grounded in authentic concern for their values, ambitions, and objectives.
Now, as part of Mercer Advisors, we’ve joined a leading national RIA located in the same office in Roseville, California. The powerful combination of Empyrion Wealth Management and Mercer Advisors will allow us to elevate our client experience and add new tools and services to help clients conquer financial complexity in their lives while they successfully protect and grow their wealth.
Mercer Advisors’ “family office” approach to client care, with in-house services like estate planning, tax consultation, tax return preparation, etc., adds the depth and breadth of resources, tools, and expertise clients need to make the best financial decisions for themselves and their loved ones.
Thank you for being a part of our journey, growing with us for over two decades, and entrusting us with your financial life. At our core, we believe that everyone — whatever their situation — has the freedom to seize opportunity, choose the life they have always envisioned, and achieve prosperity.
Schedule a consultation with Kimberly Foss and Mercer Advisors by contacting us or learn more about our wealth & financial management services.
Kimberly Foss, CFP®, CPWA®
Senior Wealth Advisor at Mercer Advisors
We look forward to hearing from you!
Kimberly Foss, CFP®, CPWA® Senior Wealth Advisor at Mercer Advisors
Kimberly Foss brings both technical expertise and real passion to her work with clients, including affluent family stewards, women in transition, and thriving retirees. She began her career at Merrill Lynch as the youngest female account executive in its long history before she left to found Empyrion Wealth Management. Author of “Wealthy by Design: A 5-Step Plan for Financial Security,” Kimberly is a well-respected thought leader in the financial industry and frequently shares her expertise on the markets, financial planning, and investing with many leading media outlets including The Today Show, CNBC, Forbes, The Wall Street Journal, Fox Business, MSN Money, Investor’s Business Daily, and U.S. News & World Report.
The above organizations are not affiliated with nor do they endorse Mercer Advisors or Kimberly Foss.
Kimberly Foss was named to the Investopedia 100 Top Financial Advisors of 2021, 2022, and 2023. The award celebrates financial advisors who are making a significant contribution to conversations about financial literacy, investing strategies, life planning and wealth management. Kimberly was also recognized as a ThinkAdvisor Luminary for the Class of 2021 as one of only 13 winners in the Thought Leadership and Education category for Individual Registered Investment Advisors. Kimberly was chosen from several hundred nominees for her dynamic leadership, and innovative impact in the financial services industry.
Mercer Advisors – Roseville
3741 Douglas Boulevard
Suite 130
Roseville, California 95661
Please Note: Empyrion Wealth Management is a tradename. All services provided by Empyrion Wealth Management investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Empyrion Wealth Management.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unrelated to Mercer Advisors. Tax preparation and tax filing are a separate fee from our investment management and planning services.
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