Empirical Wealth Management

Empirical Wealth Management is an independent, employee-owned fiduciary firm specializing in comprehensive wealth management and financial planning for high-net-worth individuals. Founded in 2006 and managing over $9 billion in assets, the firm takes a holistic, multi-disciplinary approach that addresses income, taxes, fees, investment strategy, and life goals rather than chasing short-term market returns. Led by CFP-certified professionals with an average of 20+ years of experience, Empirical helps clients simplify financial complexity and achieve ambitious long-term goals with a 97% client retention rate.