Portland OR Financial Advisors

Many investors look to traditional investment advisors for financial planning solutions, but often find little help beyond selecting investments. At Empirical Wealth Management we realize that the best way to make the most of what you have is to evaluate each financial decision within the context of your greater financial plan. We integrate your investments, tax planning (including tax preparation services), cash flow, and retirement planning – all for the cost of an average mutual fund.

Defining The Relationship

At Empirical, we believe the success of our relationship begins with mutually defining the expectations of how we will work together. We have found that the following principles are the key drivers to a rewarding relationship:

  • Putting your family’s best interest behind every financial recommendation
  • Keeping you informed of events that may impact your finances
  • Disclosing all fees and potential conflicts of interest
  • Providing clear and timely communication
  • Delivering a high level of personalized service
  • Committing to professional development and continuing education

Comprehensive Financial Planning

Income Planning

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