Financial Advisors
Portland, OR
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.
Ideal for: High-net-worth individuals, business owners, executives with complex financial situations, clients seeking fee-only advisory
Service area: Portland, Oregon and surrounding areas
Employee-Owned Fiduciary Firm: Empirical is independently owned and operates under a fiduciary standard, legally committed to acting in clients' best interests at all times.
Goal-Based Wealth Strategy: Rather than focusing on market returns, Empirical creates personalized strategies that account for taxes, inflation, risk, liquidity, and your unique life goals.
Seasoned Team Approach: The firm's advisors average 20+ years of experience and collaborate as a multi-disciplinary team to address all aspects of client wealth.
Address: 805 SW Broadway #2400, Portland, OR 97205
Phone: (503) 808-9005
Website: empirical.net
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