Empyrion Wealth Management™ was founded in 1989 as a boutique investment firm for Family Stewards, Women in Transition, and Thriving Retirees using a client-centric approach.

At the core of our philosophy is the belief that each of our clients is unique: each individual is facing distinct challenges and pursuing different goals. We work closely with women in transition, family stewards, and retirees to understand their specific needs, values, and ambitions.

Every investment portfolio should be as unique as the individual client. Empyrion™ collaborates with individuals and families to craft strategies designed to meet their particular needs. Clients can feel confident knowing that their investment strategy has been built specifically for them and is not based on a one-size-fits-all approach. At Empyrion™, we supplement our expertise with a broad network of financial experts, institutions, and professionals. In addition to financial professionals, Empyrion™ works with a select group of professional tax advisors to provide our clients with the very best in tax liability mitigation strategies.

Although our advice is always tailored to the needs of the client, our core investment philosophy acts as the foundation for all of our recommendations. Our approach is based on the work of Nobel Prize-winning economist Eugene Fama1, whose research has informed the financial strategies of professional investors for over 30 years. Empyrion™ uses a science-based methodology focused on research, process, and rigorous testing of both our data and our results, providing an independent, objective foundation for our investment advice.




1 “Eugene F. Fama – Facts”, NobelPrize.org. Nobel Media AB 2014. Web. 13 June 2017. http://www.nobelprize.org/nobel_prizes/economic-sciences/laureates/2013/fama-facts.html

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.

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