Our Culture Working at Empirical feels different. Because it is. Empirical advocates for long-term investment strategies, as portfolios with lower turnover have historically delivered stronger, more consistent results than those built on frequent trading.
CULTURE OF COLLABORATION Different specialties. One purpose. Few wealth management firms operate as a true team of equals. Empirical does. Just as we are bound to put our clients’ interests first, we put each other first, too. We believe the firm succeeds when everyone succeeds. Our team approach creates opportunities to learn from others across our multi-disciplinary staff of experts. We want you to be inspired and educated by what everyone else is doing for clients because it may spark new and better ways to achieve their goals. Competition between advisors does not belong here. It is an unnecessary distraction that takes away from caring for clients. And keeps us from growing and succeeding together.
PASSION FOR WHAT WE DO We are here to create life-changing results. Every one of us is here to help our clients reach their goals as quickly and efficiently as possible and then hit the new goals when they discover that they can think even bigger. We believe in our duty to impact our clients’ lives and legacies for the better. And you will have the satisfaction of seeing it happen. Repeatedly. We are committed to making sound evidence-based recommendations. Doing the right thing for clients is easy because it is exactly what we expect from each other.
GROW THE RIGHT WAY We reinforce our reputation every day. When you put clients first, offer sound, evidence-based recommendations, and help create life-changing results, growth comes naturally. We are not interested in mergers and acquisitions because that leads to client and advisor turnover. Instead, we act as we advise our clients to. We look for quality and hold onto it. Quick wins can just as easily turn into quick losses. We believe the best way to succeed is to build strong relationships with our clients and watch them prosper year after year after year.
There are thousands of wealth management firms in the United States. Even among fiduciaries, Empirical stands apart. We believe in a holistic, evidence-based, client-first approach led by a team of professional equals. That is a rare combination. Where else will you find that?
Nobody is a Star. Everybody is a Star. We value skill and expertise, but we do not place it over humanity. Every member of our firm is committed to treating each other with respect because we recognize that even though we are experts in our field, there is ALWAYS more to learn from peers across disciplines.
If We Cannot Prove It, We Will Not Recommend It We respect intuition. We investigate theories. We believe in data. So, we will not recommend any course of action that is not verifiable by observation or experience. It is built into our name.
The Right Thing for Clients is Always the Right Thing We recognize managing their wealth can be a source of anxiety for high-net-worth investors. Empirical is here to change that. We give our clients confidence by always putting their interests first.
We Think in Centuries We do not take the long view. We take the really long view. We are committed to building relationships that span lifetimes because we exist to deliver life-changing results for today’s clients and generations to come.
Work with us Like what we stand for? Join us. Whether you are a financial advisor, tax manager, estate planning attorney, realtor, or insurance professional, if you are ready to build a career you can be proud of at one of the best wealth management firms in the country, get in touch. Start by viewing our opportunities. Or meet the staff. See Opportunities Our Staff