Who We Help

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How We Help

We focus on your needs.

Our goal at Empyrion™ is to help our clients make the best financial decisions possible for themselves and for their loved ones. To achieve that goal, we use the same type of sophisticated investment strategy that professional investors have employed for years. Based on the award-winning research of Dr. Eugene Fama1, Empyrion’s strategy focuses on maximizing returns while minimizing risk and volatility by broadly diversifying across multiple asset classes and international markets.
Learn More
  1. The Discovery Meeting
  2. Investment Planning Meeting
  3. Mutual Commitment Meeting
  4. 60-day Follow-up Meeting
  5. Regular Progress Meetings

From the Blog

  • Getting What You Pay For—and More 
    Getting What You Pay For—and More 

    I especially appreciate Dimensional’s commitment to providing the most efficient and cost-effective service to investors because this mirrors my pledge to my clients. As I work with thriving retirees, family stewards, women in transition, and others, I am dedicated to providing value that goes far beyond simple execution of trades.

  • How the SECURE Act Will Affect Your Retirement
    How the SECURE Act Will Affect Your Retirement

    Generally, the SECURE Act is welcome news; its provisions are primarily aimed at providing greater incentives for and access to tax-qualified savings plans for many Americans who previously didn’t have either. But there are a few provisions of the new law that are concerning to many of us in the financial planning industry.

  • Market Moments in Review — and What They Mean for 2020 
    Market Moments in Review — and What They Mean for 2020 

    The markets in 2019 are telling us, once again, to focus on the things we can control: asset allocation, diversification, disciplined rebalancing, and maintaining a patient, long-term strategy. These fundamentals may not sound as exciting as the latest financial headlines, but over time they will deliver the most reliable results.

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