Fiercely Focused on 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. In fact, our firm was born out of this belief.
Fueled by a deeply held desire to make a difference in her industry and in the lives of everyday investors, President and Founder Kimberly Foss left a career-making role at one of Wall Street’s largest brokerage houses to start the firm that would become Empyrion Wealth Management. Today, we are still devoted to providing our clients with the world-class resources, tools and expertise they need to make the best financial decisions for themselves and their families.
Putting Your Plan into Motion
We have found that the most successful wealth management strategies are those that are a true reflection of what matters most to our clients. We employ a comprehensive, five-step planning process designed to help us understand your ultimate financial goals, develop a plan for achieving them and track your progress along the way.
Our investment philosophy, which is based on the work of Nobel Prize-winning economist Eugene Fama1, acts as the foundation for all of our recommendations. Empyrion™ uses a science-based methodology—focused on research, process, and rigorous testing of both our data and our results—to provide clients an independent, objective basis for our investment advice.
A Full Bench of Professional Expertise
Beyond our internal team, Empyrion™ clients can gain access to an extended network of experienced, local and respected professionals and institutions, who are committed to quality, client-focused service. This may include a select group of professional tax advisors, who can provide our clients with state-of-the-art tax liability mitigation strategies.
By practicing an outward mindset and enlisting collaboration from other experts in the field, we are able to arm our clients with an all-encompassing wealth management approach that can provide a solid blueprint for their future success.
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