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Empirical Wealth Management
- Financial Services
- Portland, OR
About this business
Empirical was created for the sole purpose of providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Rather than just being another Financial Advisor, we at Empirical strive to be your Personal Financial Advocate, working to help you make consistently smart financi... read more
Location details
805 SW Broadway #2540, Ste 2540, Portland, OR, 97205, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
This company has to be the worst on the planet. They lost my account information. Worse than any other financial institution I've ever dealt with. Their customer service is worthless. I'm getting lied to or just forgotten. What a holiday mess this has become. So much for Christmas kids.
This company has to be the worst on the planet. They lost my account information. Worse than any other financial institution I've ever dealt with. Their customer service is worthless. I'm getting lied to or just forgotten. What a holiday mess this has become. So much for Christmas kids.
The James Roy Foster Foundation started working with Empirical Wealth Management (EWM) through our Charitable Remainder Trust account more than seven years ago. Empirical managed the CRUT for several years before our private foundation received its 501(c)3 status. Once our foundation received the 501(c)3 status, we had to make a few decisions regarding a new attorney, CPA, and possibly investment advisor. Thankfully, the decision to continue working with EWM was straightforward. Empirical works as a Fiduciary, so they legall... read more
I've been working with Empirical now for 4 years and I'm really happy with them. They created a plan for me to secure my future and rest easy. I talk to my advisor regularly and always provides me great advise and update on my financial plan. I highly recommend them!
I have been working with Empirical for a little over 6 years and find them to be one of the best in the industry. They actually practice full comprehensive wealth management. Meaning they deal with my tax planning, retirement planing charitable giving, and estate planning. I have an entire team that services my family…right down to a dedicated CPA, CFP, CFA, EA and estate attorney. I have never found that anywhere else! Hence why EWM has grown a lot over the last 6 years. I believe the firm has tripled during my time which m... read more
Frequently asked questions about Empirical Wealth Management
How is Empirical Wealth Management rated?
Empirical Wealth Management has a 3.5 star rating with 15 reviews.
When is Empirical Wealth Management open?
Empirical Wealth Management is closed now. It will open at 8:00 a.m.
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